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MRSH

Marsh

1,149 hedge funds and large institutions have $74.9B invested in Marsh in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 444 increasing their positions, 391 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 391

3% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $91.5M

0.54% less ownership

Funds ownership: 88.46%87.92% (-0.54%)

3% less capital invested

Capital invested by funds: $77.1B → $74.9B (-$2.18B)

7% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,1681,149 (-19)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
1,149
Holders Change
-19
Holders Change %
-1.63%
% of All Funds
18.12%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
444
Reduced
391
Closed
104
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1101
Atwood & Palmer
Missouri
$13K
CDIA
1102
Capital Directions Investment Advisors
Georgia
$13K +$12.3K +78 New
CFD
1103
Creative Financial Designs
Indiana
$12K -$4.57K -29 -29%
WB
1104
West Bancorporation
Iowa
$12K -$2.68K -17 -20%
SC
1105
Sierra Capital
Florida
$12K -$1.1K -7 -9%
CHA
1106
Carmichael Hill & Associates
Maryland
$12K
TJHA
1107
Thomas J. Herzfeld Advisors
Florida
$12K
GG
1108
Gleason Group
Kentucky
$12K +$158 +1 +1%
RDFA
1109
Ritter Daniher Financial Advisory
Ohio
$11K
FCA
1110
FinTrust Capital Advisors
South Carolina
$11K +$9.77K +62 New
MUMSS
1111
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K -$9.46K -60 -50%
RCM
1112
Raleigh Capital Management
North Carolina
$9K +$8.2K +52 New
ACM
1113
AUA Capital Management
Pennsylvania
$8K
FCG
1114
Financial Connections Group
California
$8K
TCWA
1115
Ten Capital Wealth Advisors
Washington
$8K
UFF
1116
USA Financial Formulas
Michigan
$7K -$1.3M -8,251 -100%
MA
1117
MCF Advisors
Kentucky
$7K +$6.31K +40 New
FWM
1118
Focused Wealth Management
New York
$6K
CI
1119
Cordant Inc
Oregon
$6K +$5.2K +33 New
GKIM
1120
GW&K Investment Management
Massachusetts
$6K +$5.2K +33 New
AF
1121
Arrow Financial
New York
$6K +$5.52K +35 New
DHGWA
1122
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
SC
1124
SouthState Corp
Florida
$5K
TFA
1125
Toth Financial Advisory
Virginia
$5K