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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
BCPWM
1201
Bradley & Co Private Wealth Management
Florida
$3.14K
BWM
1202
Baystate Wealth Management
Massachusetts
$3K +$981 +6 +60%
NSIM
1203
North Star Investment Management
Illinois
$2.98K +$2.94K +18 New
LIM
1204
Longfellow Investment Management
Massachusetts
$2.81K
SWM
1205
Sugarloaf Wealth Management
Georgia
$2.48K +$2.45K +15 New
OIS
1206
Okabena Investment Services
Minnesota
$2.32K +$2.29K +14 New
ECM
1207
Everence Capital Management
Indiana
$1.89K +$330K +2,020 +22%
SWM
1208
Sanctuary Wealth Management
Idaho
$1.82K +$1.8K +11 New
WWM
1209
Wolff Wiese Magana
California
$1.66K +$818 +5 +100%
OIA
1210
Optimum Investment Advisors
Illinois
$1.49K
CCM
1211
Cribstone Capital Management
Maine
$1.32K
DWP
1212
Destiny Wealth Partners
Florida
$1.32K +$1.31K +8 New
LF
1213
Lee Financial
Texas
$1.16K
HWA
1214
HHM Wealth Advisors
Tennessee
$1.16K +$1.15K +7 New
HWP
1215
Highline Wealth Partners
California
$993
FSWA
1216
Financial Synergies Wealth Advisors
Texas
$828
BA
1217
Bellwether Advisors
Nebraska
$827 -$370K -2,263 -100%
TCOT
1218
Trust Company of Toledo
Ohio
$486
FGAM
1219
Financial Gravity Asset Management
Texas
$452 -$314K -1,921 -92%
Viking Global Investors
1220
Viking Global Investors
Connecticut
-$150M -1,006,898 Closed
JCM
1221
Junto Capital Management
New York
-$89.3M -597,986 Closed
CIC
1222
Cutler Investment Counsel
Oregon
-$10.7M -71,621 Closed
GC
1223
Gillson Capital
Illinois
-$7.19M -48,135 Closed
WorldQuant Millennium Advisors
1224
WorldQuant Millennium Advisors
New York
-$6.22M -41,672 Closed
IG
1225
ING Group
Netherlands
-$6.21M -41,611 Closed