We are live on ! Find out more
MAR icon

Marriott International

1,090 hedge funds and large institutions have $26.5B invested in Marriott International in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 394 increasing their positions, 380 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 380

0.55% less ownership

Funds ownership: 60.23%59.68% (-0.55%)

5% less funds holding

Funds holding: 1,1481,090 (-58)

23% less capital invested

Capital invested by funds: $34.6B → $26.5B (-$8.05B)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

29% less call options, than puts

Call options by funds: $625M | Put options by funds: $886M

30% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 148

Holders
1,090
Holders Change
-58
Holders Change %
-5.05%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
104
Increased
394
Reduced
380
Closed
148
Calls
$625M
Puts
$886M
Net Calls
-$261M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1051
Schubert & Co
Texas
$5K +$3.3K +20 +100%
TSWM
1052
Tyler-Stone Wealth Management
Ohio
$5K +$5.62K +34 New
BIA
1053
Bell Investment Advisors
California
$5K +$5.78K +35 New
BRWM
1054
B. Riley Wealth Management
Tennessee
$4.31K +$346K +2,096 +58%
HT
1055
HighTower Trust
Texas
$4.04K -$249K -1,505 -5%
APC
1056
Aspire Private Capital
North Carolina
$4K
JWM
1057
Janiczek Wealth Management
Colorado
$4K
WWMSC
1058
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.96K +30 New
GKIM
1059
GW&K Investment Management
Massachusetts
$3K -$1.16K -7 -25%
FWM
1060
Focused Wealth Management
New York
$3K
SFA
1061
Semmax Financial Advisors
North Carolina
$3K
TFM
1062
TFC Financial Management
Massachusetts
$3K
CMP
1063
Coston McIsaac & Partners
Maine
$3K +$3.47K +21 New
ETI
1064
Enterprise Trust & Investment
California
$3K +$3.47K +21 New
ED
1065
Exane Derivatives
France
$2.18K
RIM
1066
Rockbridge Investment Management
New York
$2.05K
Jones Financial Companies
1067
Jones Financial Companies
Missouri
$2K -$7.6K -46 -73%
DI
1068
Disciplined Investments
Oklahoma
$2K -$1.32K -8 -38%
LWA
1069
Lowe Wealth Advisors
Maryland
$2K
WBC
1070
West Branch Capital
Massachusetts
$2K
WPWM
1071
Western Pacific Wealth Management
Illinois
$2K
FSWA
1072
Financial Synergies Wealth Advisors
Texas
$1.09K +$1.32K +8 New
NC
1073
NewSquare Capital
Pennsylvania
$1K -$3.54M -21,434 -100%
SC
1074
Siena Capital
Ohio
$1K -$496 -3 -43%
AA
1075
Addison Advisors
Vermont
$1K -$330 -2 -29%