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MRSH

Marsh

1,168 hedge funds and large institutions have $77.1B invested in Marsh in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 437 increasing their positions, 360 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 64

59% more call options, than puts

Call options by funds: $202M | Put options by funds: $127M

21% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 360

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $67.8B → $77.1B (+$9.35B)

9% more funds holding

Funds holding: 1,0731,168 (+95)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

Holders
1,168
Holders Change
+95
Holders Change %
+8.85%
% of All Funds
17.97%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
177
Increased
437
Reduced
360
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$8.93M +$649K +3,908 +8%
HT
302
HAP Trading
New York
$8.92M +$2.93M +17,636 +52%
AI
303
Atria Investments
North Carolina
$8.89M +$736K +4,431 +9%
CLOS
304
Compagnie Lombard Odier SCmA
Switzerland
$8.88M -$681K -4,100 -7%
WTB
305
Washington Trust Bank
Washington
$8.84M +$378K +2,275 +5%
WBC
306
Westpac Banking Corp
Australia
$8.56M +$164K +989 +2%
HNB
307
Huntington National Bank
Ohio
$8.52M -$87.5K -527 -1%
OAM
308
Oppenheimer Asset Management
New York
$8.49M +$450K +2,707 +6%
HVIA
309
Hudson Valley Investment Advisors
New York
$8.28M -$50.3K -303 -0.6%
KA
310
Kintegral Advisory
New York
$8.28M
SIG
311
Stonegate Investment Group
Alabama
$8.23M +$7.86M +47,345 New
JMPWA
312
JP Morgan Private Wealth Advisors
California
$8M +$398K +2,396 +5%
SFI
313
Susquehanna Fundamental Investments
Pennsylvania
$7.98M +$233K +1,400 +3%
SAM
314
Shell Asset Management
Netherlands
$7.86M -$2.21M -13,297 -23%
CGH
315
Crossmark Global Holdings
Texas
$7.75M +$2.04M +12,288 +38%
TRCT
316
Tower Research Capital (TRC)
New York
$7.48M +$4.61M +27,760 +182%
SAM
317
Securian Asset Management
Minnesota
$7.43M -$46.7K -281 -0.7%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$7.22M +$6.26M +37,677 New
WorldQuant Millennium Advisors
319
WorldQuant Millennium Advisors
New York
$7.14M +$6.82M +41,053 New
Wealthfront Advisers
320
Wealthfront Advisers
California
$7.05M +$1.02M +6,167 +18%
Hudson Bay Capital Management
321
Hudson Bay Capital Management
Connecticut
$6.95M -$2.49M -15,000 -27%
CIS
322
Capital International Sarl
California
$6.95M +$340K +2,044 +5%
VI
323
Vestcor Inc
New Brunswick, Canada
$6.92M -$3.46M -20,817 -34%
WTC
324
WhitTier Trust Company
Nevada
$6.88M +$453K +2,730 +7%
RJFSA
325
Raymond James Financial Services Advisors
Florida
$6.84M +$46.5K +280 +0.7%