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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
WF
451
Welch & Forbes
Massachusetts
$2.56M
CSPIA
452
Cary Street Partners Investment Advisory
Virginia
$2.55M +$41.5K +250 +2%
RFA
453
Reilly Financial Advisors
California
$2.55M -$172K -1,038 -7%
EDRH
454
Edmond de Rothschild Holding
Switzerland
$2.54M +$532K +3,200 +28%
AFAS
455
Acorn Financial Advisory Services
Virginia
$2.54M
Wolverine Trading
456
Wolverine Trading
Illinois
$2.52M +$242K +1,459 +11%
KWA
457
KCS Wealth Advisory
California
$2.52M -$83.6K -503 -3%
LCM
458
Logan Capital Management
Pennsylvania
$2.52M +$15.9K +96 +0.7%
P
459
Pitcairn
Pennsylvania
$2.5M -$10.3K -62 -0.4%
Marshall Wace
460
Marshall Wace
United Kingdom
$2.49M +$2.38M +14,341 New
VF
461
Virtu Financial
New York
$2.49M +$1.96M +11,783 +466%
BPA
462
Beacon Pointe Advisors
California
$2.48M +$203K +1,221 +9%
ANI
463
American National Insurance
Texas
$2.42M -$21M -126,635 -90%
Lido Advisors
464
Lido Advisors
California
$2.41M -$4.65K -28 -0.2%
Vontobel Holding
465
Vontobel Holding
Switzerland
$2.41M +$392K +2,357 +20%
AWM
466
AE Wealth Management
Kansas
$2.37M +$315K +1,897 +16%
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.35M +$15.8K +95 +0.7%
ATC
468
Argent Trust Co
Tennessee
$2.33M -$18.3K -110 -0.8%
MLL
469
Moody Lynn & Lieberson
Massachusetts
$2.3M +$2.2M +13,257 New
CM
470
Crestline Management
Texas
$2.3M +$2.2M +13,223 New
TI
471
Tidal Investments
Wisconsin
$2.27M +$1.06M +6,365 +95%
Bessemer Group
472
Bessemer Group
New Jersey
$2.27M +$83.4K +502 +4%
VIA
473
Vident Investment Advisory
Georgia
$2.27M -$4.19M -25,250 -66%
OAM
474
Occidental Asset Management
California
$2.27M +$85.9K +517 +4%
HWA
475
Heritage Wealth Advisors
Virginia
$2.25M