We are live on ! Find out more
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
MML Investors Services
401
MML Investors Services
Massachusetts
$2.21M +$506K +4,396 +32%
ACM
402
AlphaCrest Capital Management
New York
$2.2M -$985K -8,552 -32%
CIC
403
Carnegie Investment Counsel
Ohio
$2.19M +$108K +938 +5%
CPA
404
Capital Planning Advisors
California
$2.19M +$215K +1,868 +12%
Jane Street
405
Jane Street
New York
$2.14M -$448K -3,892 -18%
RFC
406
Regions Financial Corp
Alabama
$2.12M -$34.8K -302 -2%
IRF
407
IBM Retirement Fund
New York
$2.1M -$178K -1,542 -8%
BAM
408
Bruderman Asset Management
New York
$2.1M +$63K +547 +3%
B
409
BP
United Kingdom
$2.04M -$326K -2,828 -14%
RFA
410
Reilly Financial Advisors
California
$2.03M +$70.9K +616 +4%
AC
411
Allstate Corporation
Illinois
$2.02M +$29.8K +259 +2%
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$2.02M +$120K +1,045 +7%
MBTD
413
Mechanics Bank - Trust Department
California
$1.99M +$103K +896 +6%
HWA
414
Heritage Wealth Advisors
Virginia
$1.98M
VVP
415
Venture Visionary Partners
Ohio
$1.96M +$403K +3,498 +28%
PWLP
416
Prio Wealth Limited Partnership
Massachusetts
$1.95M -$127K -1,100 -6%
AII
417
AGF Investments Inc
Ontario, Canada
$1.94M +$1.84M +15,949 New
AMI
418
Amica Mutual Insurance
Rhode Island
$1.93M -$1.09M -9,476 -37%
NB
419
Norinchukin Bank
Japan
$1.91M +$81.8K +710 +5%
WF
420
Welch & Forbes
Massachusetts
$1.9M -$273K -2,368 -13%
P
421
Pitcairn
Pennsylvania
$1.89M +$314K +2,724 +21%
ECM
422
Everence Capital Management
Indiana
$1.88M
HSA
423
HBK Sorce Advisory
Pennsylvania
$1.87M +$79K +686 +5%
HF
424
HRT Financial
New York
$1.84M +$1.74M +15,079 New
WAM
425
World Asset Management
Michigan
$1.8M -$96.7K -840 -6%