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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
DBIA
476
Dumont & Blake Investment Advisors
New Jersey
$1.82M -$17.4K -115 -0.9%
FT
477
Fiduciary Trust
Massachusetts
$1.82M -$34.6K -229 -2%
UHC
478
Union Heritage Capital
Michigan
$1.82M
FRA
479
Front Row Advisors
California
$1.81M
WAM
480
World Asset Management
Michigan
$1.8M -$149K -986 -8%
AWM
481
AE Wealth Management
Kansas
$1.78M +$302 +2 +0%
TAM
482
Tealwood Asset Management
Minnesota
$1.76M +$1.76M +11,652 New
Federated Hermes
483
Federated Hermes
Pennsylvania
$1.76M -$45.1K -298 -3%
PFO
484
Pathstone Family Office
New Jersey
$1.75M +$519K +3,434 +42%
VVP
485
Venture Visionary Partners
Ohio
$1.75M -$219K -1,451 -11%
Vontobel Holding
486
Vontobel Holding
Switzerland
$1.75M +$643K +4,250 +58%
SIA
487
Strategic Investment Advisors
Michigan
$1.74M +$165K +1,093 +11%
EDRH
488
Edmond de Rothschild Holding
Switzerland
$1.73M
BBNA
489
Bremer Bank National Association
Minnesota
$1.73M -$35.4K -234 -2%
RWB
490
RMR Wealth Builders
New Jersey
$1.71M
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
$1.71M +$222K +1,468 +15%
FPS
492
Fieldpoint Private Securities
Connecticut
$1.69M +$8.17K +54 +0.5%
Fayez Sarofim & Co
493
Fayez Sarofim & Co
Texas
$1.69M -$6.05K -40 -0.4%
CSIC
494
Clifford Swan Investment Counsel
California
$1.67M -$121K -800 -7%
CAM
495
Cresset Asset Management
Illinois
$1.66M +$150K +989 +10%
SC
496
SRB Corp
Massachusetts
$1.66M -$453K -2,996 -21%
PRC
497
Pearl River Capital
Michigan
$1.65M +$1.65M +10,923 New
CSPAM
498
Cary Street Partners Asset Management
Virginia
$1.65M -$52.2K -345 -3%
DTL
499
Dynamic Technology Lab
Singapore
$1.63M +$1.63M +10,787 New
ASN
500
Advisory Services Network
Georgia
$1.63M +$716K +4,733 +79%