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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
BFM
1251
Boothbay Fund Management
New York
-$400K -2,679 Closed
DCP
1252
DSM Capital Partners
Florida
-$378K -2,530 Closed
NICM
1253
Neo Ivy Capital Management
New York
-$342K -2,290 Closed
HAIM
1254
Hunter Associates Investment Management
Pennsylvania
-$299K -2,000 Closed
YMRC
1255
Yorktown Management & Research Company
Virginia
-$299K -2,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1256
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$290K -1,941 Closed
SLG
1257
Stanley-Laman Group
Pennsylvania
-$273K -1,831 Closed
HPWM
1258
Highland Private Wealth Management
Washington
-$271K -1,817 Closed
TL
1259
Tradewinds LLC
North Carolina
-$268K -1,796 Closed
DWM
1260
Destination Wealth Management
California
-$257K -1,720 Closed
IAA
1261
Independent Advisor Alliance
North Carolina
-$250K -1,676 Closed
GLA
1262
Great Lakes Advisors
Illinois
-$230K -1,542 Closed
AA
1263
AlphaCentric Advisors
Puerto Rico
-$229K -1,531 Closed
AC
1264
Asio Capital
Kentucky
-$224K -1,500 Closed
PAM
1265
Paradigm Asset Management
New York
-$224K -1,500 Closed
HCM
1266
HMS Capital Management
Tennessee
-$217K -1,453 Closed
Group One Trading
1267
Group One Trading
Illinois
-$234K -1,429 Closed
RIM
1268
Redwood Investment Management
Arizona
-$208K -1,396 Closed
EW
1269
Evoke Wealth
California
-$206K -1,379 Closed
SCP
1270
Sender Company & Partners
New York
-$203K -1,360 Closed
CWP
1271
Curated Wealth Partners
California
-$201K -1,342 Closed
Q
1272
QVR
California
-$199K -1,330 Closed
MA
1273
MUFG Americas
New York
-$198K -1,324 Closed
VWM
1274
Valley Wealth Managers
New Jersey
-$179K -1,198 Closed
FDCC
1275
Foster Dykema Cabot & Co
Massachusetts
-$159K -1,068 Closed