We are live on ! Find out more
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
LAS
1126
Lloyd Advisory Services
Georgia
$5K +$3.15K +20 +182%
GIA
1127
GHP Investment Advisors
Colorado
$5K +$4.73K +30 New
SC
1128
Schubert & Co
Texas
$4K +$473 +3 +16%
DI
1129
Disciplined Investments
Oklahoma
$4K +$3.63K +23 New
COCM
1130
Charter Oak Capital Management
New Hampshire
$4K +$3.94K +25 New
FCB
1131
First Command Bank
Texas
$3K
FCFS
1132
First Command Financial Services
Texas
$3K
LIM
1133
Longfellow Investment Management
Massachusetts
$3K
SFG
1134
Steward Financial Group
Texas
$3K
TFM
1135
TFC Financial Management
Massachusetts
$3K
CAL
1136
Capital Advisors Ltd
Ohio
$3K +$2.21K +14 +280%
Loomis, Sayles & Company
1137
Loomis, Sayles & Company
Massachusetts
$3K +$2.84K +18 New
BWM
1138
Baystate Wealth Management
Massachusetts
$2K -$1.89K -12 -55%
AWMS
1139
Advocacy Wealth Management Services
Georgia
$2K
AIP
1140
Ahrens Investment Partners
Louisiana
$2K
QC
1141
Quent Capital
New York
$2K +$1.42K +9 New
GWMIA
1142
Global Wealth Management Investment Advisory
Florida
$2K +$1.89K +12 New
DFCM
1143
Dark Forest Capital Management
Puerto Rico
$2K +$2.21K +14 New
AIM
1144
Anchor Investment Management
South Carolina
$1.36K +$1.26K +8 New
FGAM
1145
Financial Gravity Asset Management
Texas
$1.07K -$91.7K -582 -19%
LWA
1146
Lenox Wealth Advisors
New York
$1K -$3.78K -24 -86%
CCM
1147
Cribstone Capital Management
Maine
$1K
GA
1148
GoalVest Advisory
New York
$1K +$631 +4 New
MAM
1149
Marquette Asset Management
Minnesota
$1K +$631 +4 New
JCM
1150
Junto Capital Management
New York
-$87.2M -501,639 Closed