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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
RBA
351
Richard Bernstein Advisors
New York
$5.46M +$129K +774 +3%
RE
352
RBC Europe
United Kingdom
$5.44M -$1.48M -8,915 -22%
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$5.38M -$382K -2,300 -7%
KRS
354
Kentucky Retirement Systems
Kentucky
$5.36M +$139K +838 +3%
EI
355
Ethic Inc
New York
$5.34M +$626K +3,771 +14%
SCA
356
Stokes Capital Advisors
South Carolina
$5.29M -$153K -924 -3%
EWA
357
Exencial Wealth Advisors
Oklahoma
$5.24M +$219K +1,319 +5%
SAM
358
Sompo Asset Management
Japan
$5.21M -$453K -2,730 -8%
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$5.16M +$128K +768 +3%
DA
360
Duality Advisers
Florida
$5.15M -$3.56M -21,421 -42%
ACA
361
Aptus Capital Advisors
Alabama
$5.13M +$723K +4,352 +17%
BHWA
362
Beacon Harbor Wealth Advisors
Virginia
$5.12M +$94.4K +568 +2%
BWM
363
BNC Wealth Management
Oregon
$5.11M -$35.7K -215 -0.7%
DCM
364
Dupont Capital Management
Delaware
$4.99M -$1.57M -9,470 -25%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$4.97M +$1.36M +8,166 +40%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$4.94M -$3.29M -19,787 -41%
VanEck Associates
367
VanEck Associates
New York
$4.94M +$2.05M +12,364 +77%
SFI
368
Siemens Fonds Invest
Germany
$4.92M -$469K -2,826 -9%
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$4.91M +$585K +3,520 +14%
IAIM
370
Industrial Alliance Investment Management
Quebec, Canada
$4.9M +$4.68M +28,187 New
TPM
371
Triasima Portfolio Management
Quebec, Canada
$4.88M -$223K -1,345 -5%
CCP
372
Corient Capital Partners
California
$4.85M -$7.64K -46 -0.2%
HI
373
Harrington Investments
California
$4.8M +$106K +636 +2%
OSIA
374
O'Shares Investment Advisers
Massachusetts
$4.78M +$330K +1,987 +8%
MNBTD
375
Moody National Bank Trust Division
Texas
$4.75M -$20.6M -124,237 -82%