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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
CPG
1101
Cornerstone Planning Group
New Jersey
$38.2K +$36.8K +225 New
PSB
1102
Piscataqua Savings Bank
New Hampshire
$37.9K
ST
1103
Sageworth Trust
Pennsylvania
$37K +$2.45K +15 +7%
CTB
1104
Country Trust Bank
Illinois
$36.6K -$3.6K -22 -9%
EARNEST Partners
1105
EARNEST Partners
Georgia
$36.4K
AAP
1106
Arax Advisory Partners
Colorado
$35.6K +$1.31K +8 +4%
AP
1107
Arlington Partners
Alabama
$35.4K
NL
1108
NVWM LLC
Pennsylvania
$34.4K
SOW
1109
State of Wyoming
Wyoming
$34.4K +$2.45K +15 +8%
NFSG
1110
Newbridge Financial Services Group
Florida
$34K +$164 +1 +0.5%
SIS
1111
Sound Income Strategies
Florida
$32.6K
AWM
1112
Avior Wealth Management
Nebraska
$31.3K -$36.6K -224 -54%
CA
1113
Crewe Advisors
Utah
$30.9K -$29.3K -179 -49%
TFP
1114
Tilia Fiduciary Partners
North Carolina
$30.4K
QC
1115
Quent Capital
New York
$30.4K +$4.91K +30 +19%
LFG
1116
Larson Financial Group
Missouri
$30.3K +$2.94K +18 +11%
NC
1117
NewSquare Capital
Pennsylvania
$29.3K -$1.96K -12 -6%
Loomis, Sayles & Company
1118
Loomis, Sayles & Company
Massachusetts
$29K +$28.3K +173 New
GFPC
1119
Global Financial Private Client
Florida
$29K
CH
1120
Canton Hathaway
Rhode Island
$27K
IFAM
1121
Institutional & Family Asset Management
Colorado
$26.8K +$26.5K +162 New
AWM
1122
Atticus Wealth Management
Florida
$26.6K -$1.96K -12 -7%
ACA
1123
Atlas Capital Advisors
Wyoming
$26.1K -$4.42K -27 -15%
Jones Financial Companies
1124
Jones Financial Companies
Missouri
$26K -$1.47K -9 -5%
CA
1125
CoreCap Advisors
Michigan
$25.3K +$25K +153 New