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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
FRA
451
Front Row Advisors
California
$1.5M -$4.84K -42 -0.3%
SSA
452
Schonfeld Strategic Advisors
New York
$1.5M -$1.19M -10,359 -46%
CAM
453
Close Asset Management
United Kingdom
$1.49M -$11.5K -100 -0.8%
RIM
454
Redpoint Investment Management
Australia
$1.49M
CAPTRUST Financial Advisors
455
CAPTRUST Financial Advisors
North Carolina
$1.48M +$400K +3,477 +40%
DBIA
456
Dumont & Blake Investment Advisors
New Jersey
$1.48M +$22.5K +195 +2%
PTC
457
Private Trust Company
Ohio
$1.48M -$33.4K -290 -2%
EIM
458
Essex Investment Management
Massachusetts
$1.47M -$52.3K -454 -4%
Bessemer Group
459
Bessemer Group
New Jersey
$1.47M -$261K -2,270 -16%
Federated Hermes
460
Federated Hermes
Pennsylvania
$1.45M -$20.2K -175 -1%
FT
461
Fiduciary Trust
Massachusetts
$1.44M -$15.3K -133 -1%
CSIC
462
Clifford Swan Investment Counsel
California
$1.44M
AWM
463
AE Wealth Management
Kansas
$1.42M +$899K +7,810 +203%
SFS
464
Sowell Financial Services
Arkansas
$1.4M +$46.5K +404 +4%
TAM
465
Tealwood Asset Management
Minnesota
$1.4M +$1.33M +11,515 New
SPIA
466
Steward Partners Investment Advisory
New York
$1.4M +$973K +8,452 +280%
BHWM
467
Bar Harbor Wealth Management
New Hampshire
$1.39M -$63.7K -553 -5%
BBNA
468
Bremer Bank National Association
Minnesota
$1.39M +$13.6K +118 +1%
OAM
469
Occidental Asset Management
California
$1.38M +$561K +4,873 +75%
RWB
470
RMR Wealth Builders
New Jersey
$1.38M -$5.76K -50 -0.4%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$1.36M
FPS
472
Fieldpoint Private Securities
Connecticut
$1.35M -$28.8K -250 -2%
TCA
473
Transcend Capital Advisors
New Jersey
$1.35M -$25.7K -223 -2%
SIA
474
Strategic Investment Advisors
Michigan
$1.31M +$58K +504 +5%
CTA
475
Chesley Taft & Associates
Illinois
$1.31M +$1.27K +11 +0.1%