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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
FBT
426
First Bankers Trust
Kentucky
$2.63M -$67.9K -449 -3%
AP
427
Advisor Partners
California
$2.63M -$61.1K -404 -2%
NB
428
Norinchukin Bank
Japan
$2.57M +$224K +1,479 +10%
MBTD
429
Mechanics Bank - Trust Department
California
$2.53M +$76.2K +504 +3%
PTC
430
Private Trust Company
Ohio
$2.47M -$32.7K -216 -1%
Mercer Global Advisors
431
Mercer Global Advisors
Colorado
$2.47M +$391K +2,585 +19%
SCA
432
Snowden Capital Advisors
New York
$2.46M -$196K -1,293 -7%
VanEck Associates
433
VanEck Associates
New York
$2.43M +$80K +529 +3%
RFC
434
Regions Financial Corp
Alabama
$2.42M +$147K +970 +6%
RFA
435
Reilly Financial Advisors
California
$2.38M -$135K -890 -5%
PHK
436
Point72 Hong Kong
Hong Kong
$2.38M +$2.38M +15,706 New
CI
437
Cigna Investments
Connecticut
$2.37M -$44.8K -296 -2%
BS
438
Banco Santander
Spain
$2.36M +$2.14M +14,149 +970%
RWA
439
River Wealth Advisors
Pennsylvania
$2.35M +$149K +983 +7%
ECM
440
Everence Capital Management
Indiana
$2.33M
TRCT
441
Tower Research Capital (TRC)
New York
$2.32M -$29.6K -196 -1%
HSA
442
HBK Sorce Advisory
Pennsylvania
$2.31M -$9.98K -66 -0.4%
MWNA
443
Marshall Wace North America
New York
$2.31M +$2.3M +15,218 New
SM
444
Sciencast Management
New Jersey
$2.29M +$2.21M +14,645 New
KWA
445
KCS Wealth Advisory
California
$2.27M +$27.8K +184 +1%
AC
446
Allstate Corporation
Illinois
$2.26M -$131K -868 -5%
VPIM
447
Vanguard Personalized Indexing Management
California
$2.25M +$294K +1,944 +15%
AF
448
Alerus Financial
North Dakota
$2.23M -$6.96K -46 -0.3%
Financial Engines Advisors
449
Financial Engines Advisors
California
$2.23M +$2.23M +14,730 New
WF
450
Welch & Forbes
Massachusetts
$2.23M