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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
AWM
1176
Abound Wealth Management
Tennessee
$8.45K -$7.03K -43 -46%
MWM
1177
Mascoma Wealth Management
New Hampshire
$8.27K -$40.1K -245 -83%
SC
1178
Schubert & Co
Texas
$8.11K -$1.31K -8 -14%
ACM
1179
AUA Capital Management
Pennsylvania
$7.61K
RTL
1180
Red Tortoise LLC
Georgia
$7.12K +$7.03K +43 New
AP
1181
Atwood & Palmer
Missouri
$6.45K
FWM
1182
Focused Wealth Management
New York
$6.3K
CCMI
1183
Creative Capital Management Investments
California
$6K +$5.72K +35 New
TCM
1184
Tradewinds Capital Management
Washington
$5.79K +$5.72K +35 New
MUMSS
1185
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K -$4.91K -30 -50%
HWM
1186
Horizons Wealth Management
North Carolina
$5K
JMF
1187
Johnson Midwest Financial
Iowa
$5K +$5.23K +32 New
LWANC
1188
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.96K
DIP
1189
DT Investment Partners
Pennsylvania
$4.8K
CTA
1190
Colonial Trust Advisors
South Carolina
$4.63K +$4.58K +28 New
DF
1191
DecisionPoint Financial
Arizona
$4.47K +$4.42K +27 New
MPCL
1192
My Personal CFO LLC
Washington
$4.47K +$4.42K +27 New
DI
1193
Disciplined Investments
Oklahoma
$3.97K -$327 -2 -8%
GGI
1194
Godsey & Gibb Inc
Virginia
$3.97K +$3.92K +24 New
RWPA
1195
Richard W. Paul & Associates
Michigan
$3.97K +$3.92K +24 New
TWP
1196
TFO Wealth Partners
Ohio
$3.81K +$43.3K +265 New
SIC
1197
SJS Investment Consulting
Ohio
$3.81K +$491 +3 +15%
TC
1198
Truvestments Capital
Florida
$3.81K +$3.76K +23 New
MYAM
1199
Meiji Yasuda Asset Management
Japan
$3.45K -$58.9K -360 -2%
TFM
1200
TFC Financial Management
Massachusetts
$3.31K