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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
CFG
376
Citizens Financial Group
Rhode Island
$4.06M -$434K -2,870 -10%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$4.04M +$109K +722 +3%
RC
378
RegentAtlantic Capital
New Jersey
$3.96M +$394K +2,608 +11%
BE
379
Bonness Enterprises
District of Columbia
$3.91M
CIC
380
Carnegie Investment Counsel
Ohio
$3.89M -$21.8K -144 -0.6%
OSIA
381
O'Shares Investment Advisers
Massachusetts
$3.86M -$5.58M -36,889 -59%
DCP
382
Distillate Capital Partners
Illinois
$3.86M +$73.1K +483 +2%
BA
383
Bridgewater Associates
Connecticut
$3.84M +$3.6M +23,802 +1,519%
ACA
384
Aptus Capital Advisors
Alabama
$3.81M +$559K +3,698 +17%
NIG
385
NFJ Investment Group
Texas
$3.8M -$18.7M -123,707 -83%
IWP
386
Icon Wealth Partners
Texas
$3.79M +$33K +218 +0.9%
ORI
387
Oak Ridge Investments
Illinois
$3.76M -$93.3K -617 -2%
SF
388
Synovus Financial
Georgia
$3.75M +$597K +3,950 +19%
VRM
389
Vectors Research Management
New York
$3.74M +$132K +873 +4%
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$3.74M -$20.5M -135,234 -85%
HC
391
HNP Capital
New York
$3.72M +$111K +736 +3%
S
392
Seeyond
France
$3.66M +$1.6M +10,556 +78%
KeyBank National Association
393
KeyBank National Association
Ohio
$3.63M +$131K +863 +4%
AAMU
394
AEGON Asset Management (UK)
United Kingdom
$3.59M
CB
395
Commerce Bank
Missouri
$3.58M +$580K +3,832 +19%
LI
396
Lafayette Investments
Maryland
$3.54M -$15.1K -100 -0.4%
HT
397
Heritage Trust
Oklahoma
$3.51M +$42.2K +279 +1%
NC
398
NBW Capital
Massachusetts
$3.51M -$3.41M -22,519 -49%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$3.48M -$12.4K -82 -0.4%
GI
400
GAMCO Investors
Connecticut
$3.46M -$258K -1,708 -7%