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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
AT
426
American Trust
Kentucky
$3.28M +$3.14M +18,893 New
VPIM
427
Vanguard Personalized Indexing Management
California
$3.28M +$663K +3,993 +27%
CPA
428
Capital Planning Advisors
California
$3.27M +$94.4K +568 +3%
Jane Street
429
Jane Street
New York
$3.23M -$8.25M -49,688 -73%
BF
430
BOK Financial
Oklahoma
$3.23M -$89.2K -537 -3%
EL
431
Essex LLC
Illinois
$3.23M +$63.1K +380 +2%
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$3.12M +$3.03M +18,223 New
AP
433
Advisor Partners
California
$3.11M +$91.4K +550 +3%
IMRF
434
Illinois Municipal Retirement Fund
Illinois
$3.11M +$553K +3,328 +23%
FBT
435
First Bankers Trust
Kentucky
$3.06M +$35.7K +215 +1%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$3.06M +$1.59M +9,566 +119%
NIC
437
Northwest Investment Counselors
Oregon
$3.03M -$3.99K -24 -0.1%
Mercer Global Advisors
438
Mercer Global Advisors
Colorado
$3.01M +$172K +1,035 +6%
MBTD
439
Mechanics Bank - Trust Department
California
$2.95M +$40.7K +245 +1%
NB
440
Norinchukin Bank
Japan
$2.89M -$53.7K -323 -2%
MLM
441
Mount Lucas Management
Pennsylvania
$2.88M +$2.76M +16,588 New
LA
442
Lindenwold Advisors
Pennsylvania
$2.85M +$2.73M +16,413 New
SS
443
Simplicity Solutions
Minnesota
$2.84M +$1.6M +9,630 +143%
RWA
444
River Wealth Advisors
Pennsylvania
$2.84M +$134K +809 +5%
PTC
445
Private Trust Company
Ohio
$2.75M -$75.4K -454 -3%
RFC
446
Regions Financial Corp
Alabama
$2.75M -$27.7K -167 -1%
HSA
447
HBK Sorce Advisory
Pennsylvania
$2.71M +$52K +313 +2%
ECM
448
ExodusPoint Capital Management
New York
$2.69M -$678K -4,079 -21%
ECM
449
Everence Capital Management
Indiana
$2.67M
CAM
450
Cresset Asset Management
Illinois
$2.61M +$666K +4,012 +37%