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MRSH

Marsh

1,073 hedge funds and large institutions have $67.8B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 388 increasing their positions, 350 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 350

7% more capital invested

Capital invested by funds: $63.4B → $67.8B (+$4.4B)

7% more funds holding

Funds holding: 1,0051,073 (+68)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.44% less ownership

Funds ownership: 89.14%88.69% (-0.44%)

5% less call options, than puts

Call options by funds: $116M | Put options by funds: $122M

Holders
1,073
Holders Change
+68
Holders Change %
+6.77%
% of All Funds
18.79%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
388
Reduced
350
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.08M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
301
Washington Trust Bank
Washington
$7.36M +$7.35M +48,604 New
WBC
302
Westpac Banking Corp
Australia
$7.31M -$1.73M -11,438 -19%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$7.3M +$225K +1,490 +3%
HVIA
304
Hudson Valley Investment Advisors
New York
$7.26M -$59.6K -394 -0.8%
KA
305
Kintegral Advisory
New York
$7.21M
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$7.18M -$933K -6,171 -12%
PAG
307
Private Advisor Group
New Jersey
$7.14M +$2.69M +17,812 +61%
AI
308
Atria Investments
North Carolina
$7.08M +$309K +2,040 +5%
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$7.01M +$1.32M +8,720 +23%
OAM
310
Oppenheimer Asset Management
New York
$6.99M -$279K -1,842 -4%
OCAM
311
Onex Canada Asset Management
Ontario, Canada
$6.84M +$6.83M +45,179 New
SFI
312
Susquehanna Fundamental Investments
Pennsylvania
$6.74M +$6.73M +44,518 New
QT
313
Quantbot Technologies
New York
$6.7M +$6.69M +44,241 New
JMPWA
314
JP Morgan Private Wealth Advisors
California
$6.61M +$405K +2,680 +7%
SAM
315
Securian Asset Management
Minnesota
$6.52M -$82.4K -545 -1%
NEI
316
Northwest & Ethical Investments
Ontario, Canada
$6.48M +$54.6K +361 +0.9%
IG
317
ING Group
Netherlands
$6.44M +$116K +767 +2%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$6.39M
MGWM
319
Marks Group Wealth Management
Minnesota
$6.14M -$98.3K -650 -2%
KWILP
320
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.12M +$6.11M +40,400 New
RE
321
RBC Europe
United Kingdom
$6.09M -$45.2K -299 -0.7%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$6M +$94.7K +626 +2%
RJFSA
323
Raymond James Financial Services Advisors
Florida
$5.92M -$224K -1,478 -4%
Creative Planning
324
Creative Planning
Kansas
$5.91M +$576K +3,809 +11%
NC
325
Northcape Capital
Australia
$5.82M -$51.3K -339 -0.9%