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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
CGH
351
Crossmark Global Holdings
Texas
$4.89M +$7.11K +47 +0.1%
PPW
352
Parcion Private Wealth
Washington
$4.78M -$24K -159 -0.5%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$4.77M -$30.2K -200 -0.6%
SCA
354
Stokes Capital Advisors
South Carolina
$4.75M -$99.1K -655 -2%
SFI
355
Siemens Fonds Invest
Germany
$4.72M +$113K +748 +2%
TC
356
TwinBeech Capital
New York
$4.66M +$4.65M +30,742 New
RBA
357
Richard Bernstein Advisors
New York
$4.64M
SG Americas Securities
358
SG Americas Securities
New York
$4.6M -$507K -3,350 -10%
KRS
359
Kentucky Retirement Systems
Kentucky
$4.54M +$56.4K +373 +1%
MIC
360
MU Investments Company
Japan
$4.53M
WI
361
WBI Investments
New Jersey
$4.49M +$4.61M +30,457 New
BWM
362
BNC Wealth Management
Oregon
$4.48M
BAM
363
Blueshift Asset Management
New Jersey
$4.46M +$4.45M +29,420 New
TPM
364
Triasima Portfolio Management
Quebec, Canada
$4.45M +$1.66M +10,965 +59%
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$4.38M +$190K +1,256 +5%
BHWA
366
Beacon Harbor Wealth Advisors
Virginia
$4.38M +$4.37M +28,911 New
TAIM
367
Te Ahumairangi Investment Management
New Zealand
$4.38M
EWA
368
Exencial Wealth Advisors
Oklahoma
$4.36M +$337K +2,231 +8%
Simplex Trading
369
Simplex Trading
Illinois
$4.32M +$261K +1,725 +6%
CCP
370
Corient Capital Partners
California
$4.24M +$415K +2,741 +11%
BCM
371
Becker Capital Management
Oregon
$4.12M -$146K -966 -3%
NSEDCP
372
NJ State Employees Deferred Compensation Plan
New Jersey
$4.09M
OCM
373
Olstein Capital Management
New York
$4.09M
HI
374
Harrington Investments
California
$4.09M -$17.4K -115 -0.4%
EI
375
Ethic Inc
New York
$4.08M +$787K +5,206 +24%