We are live on ! Find out more
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
AFAS
451
Acorn Financial Advisory Services
Virginia
$2.21M
KAS
452
Kestra Advisory Services
Texas
$2.2M +$283K +1,869 +15%
IMRF
453
Illinois Municipal Retirement Fund
Illinois
$2.2M +$155K +1,026 +8%
P
454
Pitcairn
Pennsylvania
$2.19M -$213K -1,405 -9%
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$2.19M -$149K -988 -6%
LCM
456
Logan Capital Management
Pennsylvania
$2.18M -$2.73M -18,052 -56%
IRF
457
IBM Retirement Fund
New York
$2.17M +$3.93K +26 +0.2%
Lido Advisors
458
Lido Advisors
California
$2.11M +$2.72K +18 +0.1%
ATC
459
Argent Trust Co
Tennessee
$2.04M -$48.4K -320 -2%
YIH
460
Y-Intercept (HK)
Hong Kong
$2.04M +$2.04M +13,476 New
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.03M +$25.1K +166 +1%
Wolverine Trading
462
Wolverine Trading
Illinois
$2.02M -$1.18M -7,797 -37%
Squarepoint
463
Squarepoint
New York
$2.01M +$896K +5,921 +80%
LNC
464
Lincoln National Corp
Pennsylvania
$1.99M +$4.54K +30 +0.2%
BPA
465
Beacon Pointe Advisors
California
$1.98M -$423K -2,795 -18%
HWA
466
Heritage Wealth Advisors
Virginia
$1.96M -$271K -1,794 -12%
Bessemer Group
467
Bessemer Group
New Jersey
$1.9M +$27.7K +183 +1%
OAM
468
Occidental Asset Management
California
$1.9M +$90.1K +596 +5%
HAG
469
HighPoint Advisor Group
Illinois
$1.88M -$40.1K -265 -2%
RZH
470
Relyea Zuckerberg Hanson
Connecticut
$1.87M -$507K -3,354 -21%
ANRIA
471
American National Registered Investment Advisor
Texas
$1.86M -$5.29K -35 -0.3%
TCA
472
Transcend Capital Advisors
New Jersey
$1.86M -$2.72K -18 -0.2%
RIM
473
Redpoint Investment Management
Australia
$1.84M -$6.81K -45 -0.4%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$1.83M -$21.2K -140 -1%
BCM
475
Bayesian Capital Management
New York
$1.83M +$1.83M +12,100 New