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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
LI
401
Lafayette Investments
Maryland
$4.03M -$26.6K -160 -0.7%
PG
402
Pendal Group
Australia
$4M +$3.82M +22,999 New
MFM
403
MD Financial Management
Ontario, Canada
$3.98M +$413K +2,484 +12%
HT
404
Heritage Trust
Oklahoma
$3.97M -$59.5K -358 -2%
NC
405
NBW Capital
Massachusetts
$3.96M -$68.8K -414 -2%
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$3.95M -$49.2K -296 -1%
NIG
407
NFJ Investment Group
Texas
$3.92M -$423K -2,547 -10%
MYAM
408
Meiji Yasuda Asset Management
Japan
$3.92M +$113K +683 +3%
SDIC
409
South Dakota Investment Council
South Dakota
$3.85M
MUAMU
410
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.82M
GI
411
GAMCO Investors
Connecticut
$3.8M -$158K -949 -4%
AAMU
412
AEGON Asset Management (UK)
United Kingdom
$3.69M -$407K -2,451 -10%
SLI
413
Sumitomo Life Insurance
Japan
$3.69M -$105K -634 -3%
MML Investors Services
414
MML Investors Services
Massachusetts
$3.68M +$316K +1,902 +10%
V
415
Veritable
Delaware
$3.66M +$8.97K +54 +0.3%
PS
416
Pensionfund Sabic
Netherlands
$3.6M
SGA
417
Strategic Global Advisors
California
$3.58M +$3.42M +20,601 New
SFA
418
Souders Financial Advisors
Ohio
$3.56M -$30.2K -182 -0.9%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$3.5M -$120K -725 -3%
FCH
420
Freestone Capital Holdings
Washington
$3.5M +$2.23M +13,400 +198%
RC
421
RBF Capital
California
$3.48M
BBVA
422
Banco Bilbao Vizcaya Argentaria
Spain
$3.4M +$36.9K +222 +1%
LGF
423
LGT Group Foundation
Liechtenstein
$3.39M +$3.24M +19,477 New
Financial Engines Advisors
424
Financial Engines Advisors
California
$3.38M +$780K +4,693 +32%
SBWIC
425
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.37M +$14.1K +85 +0.4%