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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
SC
1151
Seldon Capital
California
$14.6K
OC
1152
Oakworth Capital
Alabama
$14.1K
MLM
1153
Mount Lucas Management
Pennsylvania
$13.2K -$2.74M -16,746 -100%
FPFS
1154
First Personal Financial Services
North Carolina
$13.2K
R
1155
Rebalance
California
$12.6K +$12.4K +76 New
AIM
1156
Arcadia Investment Management
Michigan
$12.2K
GG
1157
Gleason Group
Kentucky
$12.2K +$164 +1 +1%
CHA
1158
Carmichael Hill & Associates
Maryland
$11.6K
EE
1159
EWG Elevate
California
$11.6K +$11.4K +70 New
TJHA
1160
Thomas J. Herzfeld Advisors
Florida
$11.3K
M
1161
MOTCO
Texas
$11.3K +$11.1K +68 New
WHG
1162
Westwood Holdings Group
Texas
$11K +$10.6K +65 New
RDFA
1163
Ritter Daniher Financial Advisory
Ohio
$10.8K
IWP
1164
IAG Wealth Partners
Wisconsin
$10.8K +$10.6K +65 New
KFI
1165
Key Financial Inc
Pennsylvania
$10.2K
CFD
1166
Creative Financial Designs
Indiana
$10.1K
PO
1167
Private Ocean
California
$10.1K +$9.97K +61 New
TLA
1168
Tanglewood Legacy Advisors
Texas
$10.1K +$9.97K +61 New
PK
1169
Pflug Koory
Nebraska
$10K
TC
1170
Trust Company
Kansas
$10K +$9.48K +58 New
HS
1171
Horan Securities
United States
$9.43K +$9.32K +57 New
GIA
1172
GHP Investment Advisors
Colorado
$9.27K
TCM
1173
TD Capital Management
Tennessee
$9.13K +$8.99K +55 New
TFA
1174
Toth Financial Advisory
Virginia
$9.1K
SC
1175
Sierra Capital
Florida
$9K -$164 -1 -2%