We are live on ! Find out more
MRSH

Marsh

977 hedge funds and large institutions have $54.7B invested in Marsh in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 370 increasing their positions, 339 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

9% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 339

5% more capital invested

Capital invested by funds: $52.2B → $54.7B (+$2.49B)

0.87% more ownership

Funds ownership: 87.63%88.51% (+0.87%)

0% more funds holding

Funds holding: 975977 (+2)

4% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $41.5M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
977
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.16%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
370
Reduced
339
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
276
Compagnie Lombard Odier SCmA
Switzerland
$6.54M +$1.61M +13,985 +35%
CS
277
Candriam SCA
Luxembourg
$6.42M
CP
278
Cumberland Partners
Ontario, Canada
$6.38M -$36.9K -320 -0.6%
FA
279
FDx Advisors
Illinois
$6.35M +$312K +2,711 +5%
LPL Financial
280
LPL Financial
California
$6.34M +$486K +4,224 +9%
GAM
281
Gotham Asset Management
New York
$6.33M -$1.21M -10,464 -17%
AAF
282
Andra AP-fonden
Sweden
$6.29M -$161K -1,400 -3%
HVIA
283
Hudson Valley Investment Advisors
New York
$6.16M +$243K +2,108 +4%
BWM
284
BNC Wealth Management
Oregon
$6.12M -$51.3K -445 -0.9%
AIM
285
Achmea Investment Management
Netherlands
$6.12M +$752K +6,531 +15%
NAM
286
Nissay Asset Management
Japan
$5.98M -$135K -1,173 -2%
Acadian Asset Management
287
Acadian Asset Management
Massachusetts
$5.96M +$3.18M +27,570 +129%
HNB
288
Huntington National Bank
Ohio
$5.93M -$356K -3,090 -6%
BCI
289
Brinker Capital Investments
Pennsylvania
$5.88M +$2.24M +19,460 +68%
KA
290
Kintegral Advisory
New York
$5.8M
TRCT
291
Tower Research Capital (TRC)
New York
$5.74M +$3.77M +32,730 +228%
OAM
292
Oppenheimer Asset Management
New York
$5.68M +$215K +1,870 +4%
ROC
293
Running Oak Capital
Minnesota
$5.66M +$510K +4,427 +11%
RE
294
RBC Europe
United Kingdom
$5.64M -$93.7K -814 -2%
TAIM
295
Te Ahumairangi Investment Management
New Zealand
$5.61M +$875K +7,600 +20%
NC
296
NBW Capital
Massachusetts
$5.55M +$294K +2,553 +6%
E
297
Ergoteles
New York
$5.53M +$252K +2,192 +5%
OCAM
298
Onex Canada Asset Management
Ontario, Canada
$5.5M +$5.2M +45,179 New
MGWM
299
Marks Group Wealth Management
Minnesota
$5.42M +$290K +2,518 +6%
SAM
300
Securian Asset Management
Minnesota
$5.35M -$150K -1,299 -3%