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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
CCIA
1201
Campbell & Co Investment Adviser
Maryland
-$409K -2,355 Closed
DCM
1202
Driehaus Capital Management
Illinois
-$362K -2,080 Closed
RP
1203
Riverwater Partners
Wisconsin
-$340K -1,956 Closed
SIC
1204
Samalin Investment Counsel
New York
-$338K -1,942 Closed
LOAMS
1205
Lombard Odier Asset Management (Switzerland)
Switzerland
-$325K -1,871 Closed
AII
1206
AGF Investments Inc
Ontario, Canada
-$325K -1,870 Closed
DP
1207
Dearborn Partners
Illinois
-$323K -1,860 Closed
LGWM
1208
Litman Gregory Wealth Management
California
-$313K -1,800 Closed
YMRC
1209
Yorktown Management & Research Company
Virginia
-$309K -1,775 Closed
WANY
1210
Wealthspire Advisors (New York)
New York
-$299K -1,718 Closed
BC
1211
Bridgefront Capital
Texas
-$297K -1,711 Closed
AAS
1212
Avantax Advisory Services
Texas
-$250K -1,439 Closed
Fisher Asset Management
1213
Fisher Asset Management
Washington
-$233K -1,337 Closed
NPA
1214
Nichols & Pratt Advisers
Massachusetts
-$222K -1,277 Closed
BOPW
1215
Brandywine Oak Private Wealth
Pennsylvania
-$214K -1,233 Closed
DU
1216
Delphia (USA)
Ontario, Canada
-$214K -1,230 Closed
BIM
1217
Bridges Investment Management
Nebraska
-$212K -1,218 Closed
TFS
1218
Thoroughbred Financial Services
Tennessee
-$209K -1,207 Closed
MM
1219
MQS Management
New York
-$207K -1,193 Closed
DWM
1220
Doyle Wealth Management
Florida
-$205K -1,178 Closed
TC
1221
Telemus Capital
Michigan
-$202K -1,160 Closed
MAP
1222
Milestone Advisory Partners
North Carolina
-$200K -1,150 Closed
TC
1223
TAP Consulting
Missouri
-$178K -1,025 Closed
CCM
1224
Chilton Capital Management
Texas
-$142K -818 Closed
WOC
1225
West Oak Capital
California
-$113K -650 Closed