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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
JWA
1126
JFS Wealth Advisors
Pennsylvania
$25.2K +$818 +5 +3%
ANBT
1127
American National Bank & Trust
Texas
$25K
BWA
1128
BDO Wealth Advisors
Florida
$25K
DWA
1129
Delos Wealth Advisors
Texas
$24.3K
MCC
1130
Money Concepts Capital
Florida
$24.2K +$12.3K +75 +106%
FCA
1131
FinTrust Capital Advisors
South Carolina
$23.7K -$12.8K -78 -35%
SCA
1132
Stonebridge Capital Advisors
Minnesota
$23.5K +$18.5K +113 +390%
JWM
1133
Janiczek Wealth Management
Colorado
$23.2K
TCA
1134
Trifecta Capital Advisors
Illinois
$23K +$22.7K +139 New
RCM
1135
Raleigh Capital Management
North Carolina
$22.4K +$7.2K +44 +48%
SC
1136
Solstein Capital
California
$22.3K -$60.2K -368 -73%
CAL
1137
Capital Advisors Ltd
Ohio
$22K +$12.4K +76 +129%
CAL
1138
Capital Analysts LLC
Pennsylvania
$21K -$491 -3 -2%
Credit Agricole
1139
Credit Agricole
France
$20.5K +$20.3K +124 New
CQS
1140
Credential Qtrade Securities
$20K
FIA
1141
FNY Investment Advisers
New York
$19K -$3.27K -20 -14%
MRCM
1142
M&R Capital Management
New Jersey
$18.9K
CYG
1143
Clean Yield Group
Vermont
$18.2K
PCM
1144
Perritt Capital Management
Illinois
$16.7K +$16.5K +101 New
JFA
1145
JNBA Financial Advisors
Minnesota
$16.5K
SCA
1146
Stuart Chaussee & Associates
California
$16.1K
DWMG
1147
DB Wealth Management Group
California
$15.9K
RFG
1148
RFP Financial Group
Georgia
$15.9K +$15.7K +96 New
ADL
1149
Asset Dedication LLC
California
$15K +$818 +5 +6%
MFT
1150
Moisand Fitzgerald Tamayo
Florida
$14.7K +$3.92K +24 +37%