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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
CSPAM
426
Cary Street Partners Asset Management
Virginia
$1.79M +$627K +5,440 +3%
AFAS
427
Acorn Financial Advisory Services
Virginia
$1.78M
NEI
428
Northwest & Ethical Investments
Ontario, Canada
$1.78M +$1.68M +14,603 New
CAM
429
Cresset Asset Management
Illinois
$1.76M +$94.4K +820 +6%
Wolverine Trading
430
Wolverine Trading
Illinois
$1.76M +$1.66M +14,454 New
AWM
431
Apollon Wealth Management
South Carolina
$1.75M +$1.66M +14,383 New
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.74M +$61.6K +535 +4%
LNC
433
Lincoln National Corp
Pennsylvania
$1.74M -$24.3K -211 -1%
EI
434
Ethic Inc
New York
$1.74M +$541K +4,699 +49%
KWA
435
KCS Wealth Advisory
California
$1.72M +$110K +952 +7%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.71M -$691 -6 -0%
S
437
Seeyond
France
$1.71M +$252K +2,184 +18%
ATC
438
Argent Trust Co
Tennessee
$1.7M +$185K +1,609 +13%
AF
439
Alerus Financial
North Dakota
$1.69M +$290K +2,515 +22%
RWA
440
River Wealth Advisors
Pennsylvania
$1.68M +$308K +2,675 +24%
VanEck Associates
441
VanEck Associates
New York
$1.67M +$592K +5,143 +60%
IMRF
442
Illinois Municipal Retirement Fund
Illinois
$1.65M
ANRIA
443
American National Registered Investment Advisor
Texas
$1.57M -$921 -8 -0.1%
Fayez Sarofim & Co
444
Fayez Sarofim & Co
Texas
$1.55M
SCM
445
Shelton Capital Management
Colorado
$1.54M +$709K +6,153 +95%
KAS
446
Kestra Advisory Services
Texas
$1.54M +$854K +7,416 +143%
OSAM
447
O'Shaughnessy Asset Management
Connecticut
$1.53M +$379K +3,295 +36%
SC
448
SRB Corp
Massachusetts
$1.51M +$641K +5,569 +81%
HAG
449
HighPoint Advisor Group
Illinois
$1.51M +$13.6K +118 +1%
BPA
450
Beacon Pointe Advisors
California
$1.51M +$79.1K +687 +6%