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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
EBA
1226
Eagle Bay Advisors
New York
-$92K -529 Closed
PP
1227
PrairieView Partners
Minnesota
-$85K -491 Closed
CWS
1228
Confluence Wealth Services
Pennsylvania
-$66K -383 Closed
CA
1229
Cornerstone Advisory
Maryland
-$64K -369 Closed
OHWP
1230
Oak Harbor Wealth Partners
North Carolina
-$54K -310 Closed
GLLW
1231
Graves Light Lenhart Wealth
Virginia
-$44K -254 Closed
TCOV
1232
Trust Company of Vermont
Vermont
-$43K -250 Closed
HFM
1233
Harvest Fund Management
China
-$39K -228 Closed
EPM
1234
Equitec Proprietary Markets
Illinois
-$35K -200 Closed
CH
1235
Canton Hathaway
Rhode Island
-$29K -164 Closed
CA
1236
CoreCap Advisors
Michigan
-$27K -155 Closed
AIM
1237
AHL Investment Management
Florida
-$18K -104 Closed
ACM
1238
Aquatic Capital Management
Illinois
-$17K -100 Closed
NC
1239
Nicholas Company
Wisconsin
-$17K -100 Closed
SIC
1240
Salem Investment Counselors
North Carolina
-$10K -60 Closed
MAM
1241
Mystic Asset Management
Rhode Island
-$8K -50 Closed
PCMC
1242
Paragon Capital Management (Colorado)
Colorado
-$9K -50 Closed
TAM
1243
Tucker Asset Management
Colorado
-$8.15K -47 Closed
HNWA
1244
Henrickson Nauta Wealth Advisors
Michigan
-$6K -37 Closed
Optiver Holding
1245
Optiver Holding
Netherlands
-$5K -35 Closed
TLFA
1246
True Link Financial Advisors
California
-$5K -28 Closed
SCA
1247
Stonebridge Capital Advisors
Minnesota
-$5K -27 Closed
RPCONE
1248
Retirement Planning Company of New England
Rhode Island
-$3K -21 Closed
FFG
1249
Ford Financial Group
California
-$3 -20 Closed
RCM
1250
Ravenstone Capital Management
-$2.78K -16 Closed