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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
William Blair & Company
326
William Blair & Company
Illinois
$4.16M -$539K -4,677 -12%
HKAM
327
Horizon Kinetics Asset Management
New York
$4.14M +$3.92M +34,021 New
JMPWA
328
JP Morgan Private Wealth Advisors
California
$4.13M -$511K -4,440 -12%
IG
329
ING Group
Netherlands
$4.1M +$691 +6 +0%
VIA
330
Vident Investment Advisory
Georgia
$4M +$2.77M +24,029 +272%
Creative Planning
331
Creative Planning
Kansas
$3.98M +$186K +1,617 +5%
EWA
332
Exencial Wealth Advisors
Oklahoma
$3.97M +$1.14M +9,893 +44%
CM
333
Churchill Management
California
$3.95M -$254K -2,207 -6%
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$3.94M
SCA
335
Stokes Capital Advisors
South Carolina
$3.85M +$129K +1,118 +4%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$3.84M
PDN
337
Pensionfund DSM Netherlands
Netherlands
$3.8M +$461K +4,000 +15%
KRS
338
Kentucky Retirement Systems
Kentucky
$3.74M -$8.75K -76 -0.2%
RBA
339
Richard Bernstein Advisors
New York
$3.73M -$834K -7,239 -19%
PPW
340
Parcion Private Wealth
Washington
$3.72M -$722K -6,272 -17%
VRS
341
Virginia Retirement Systems
Virginia
$3.71M
AB
342
Amalgamated Bank
New York
$3.7M -$158K -1,370 -4%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$3.66M -$172K -1,492 -5%
MIC
344
MU Investments Company
Japan
$3.57M -$1.2M -10,380 -26%
CFG
345
Citizens Financial Group
Rhode Island
$3.56M +$244K +2,115 +8%
CA
346
Cornerstone Advisors
North Carolina
$3.53M -$806K -7,000 -19%
PAG
347
Private Advisor Group
New Jersey
$3.46M -$300K -2,604 -8%
BCM
348
Becker Capital Management
Oregon
$3.33M +$72.6K +630 +2%
HI
349
Harrington Investments
California
$3.3M +$25.2K +219 +0.8%
NSEDCP
350
NJ State Employees Deferred Compensation Plan
New Jersey
$3.29M