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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1076
Versant Capital Management
Arizona
$62.6K
SCM
1077
Silvant Capital Management
Georgia
$59.2K
DAC
1078
Dividend Assets Capital
South Carolina
$59K
KA
1079
Kozak & Associates
Colorado
$59K +$164 +1 +0.3%
SSB
1080
Sandy Spring Bank
Maryland
$58.6K +$8.83K +54 +18%
TWA
1081
TCI Wealth Advisors
Arizona
$57.6K -$1.96K -12 -3%
CAC
1082
Core Alternative Capital
Georgia
$57.5K +$818 +5 +1%
GI
1083
Gradient Investments
Minnesota
$55.9K +$19.3K +118 +54%
ETC
1084
Exchange Traded Concepts
Oklahoma
$55.4K -$56.7K -347 -51%
MFA
1085
McClarren Financial Advisors
Pennsylvania
$54K
MCM
1086
MV Capital Management
Maryland
$53.8K +$6.87K +42 +15%
LCM
1087
Logan Capital Management
Pennsylvania
$53.6K -$2.41M -14,762 -98%
CT
1088
Colonial Trust
South Carolina
$52K +$51K +312 New
USCWA
1089
U.S. Capital Wealth Advisors
Texas
$52K +$51.3K +314 New
TIM
1090
Tortoise Investment Management
New York
$51.5K +$1.31K +8 +3%
CG
1091
Cutler Group
California
$51K
HWM
1092
HighMark Wealth Management
Minnesota
$50.9K
GWM
1093
Geneos Wealth Management
Colorado
$50.6K -$3.76K -23 -7%
FFA
1094
Farther Finance Advisors
California
$50.6K +$50K +306 New
BCMLT
1095
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K
PCTC
1096
Perkins Coie Trust Company
Washington
$47.3K -$8.99K -55 -16%
JFGIW
1097
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K -$327 -2 -0.7%
BIA
1098
Bell Investment Advisors
California
$45.3K +$5.56K +34 +14%
FFC
1099
First Financial Corp
Indiana
$40.9K +$9.32K +57 +30%
FMP
1100
Financial Management Professionals
Texas
$39K