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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
ACM
476
AlphaCrest Capital Management
New York
$2.21M +$631K +3,800 +43%
Federated Hermes
477
Federated Hermes
Pennsylvania
$2.19M +$158K +954 +8%
TCA
478
Transcend Capital Advisors
New Jersey
$2.19M +$258K +1,552 +14%
PP
479
Prudential plc
United Kingdom
$2.18M +$2.09M +12,561 New
PFO
480
Pathstone Family Office
New Jersey
$2.16M +$140K +844 +7%
LNC
481
Lincoln National Corp
Pennsylvania
$2.15M -$127K -766 -6%
ANRIA
482
American National Registered Investment Advisor
Texas
$2.14M -$332 -2 -0%
BS
483
Banco Santander
Spain
$2.1M -$586K -3,528 -23%
KAS
484
Kestra Advisory Services
Texas
$2.1M -$411K -2,476 -17%
VVP
485
Venture Visionary Partners
Ohio
$2.09M +$72.6K +437 +4%
UHC
486
Union Heritage Capital
Michigan
$2.09M
FRA
487
Front Row Advisors
California
$2.08M
DBIA
488
Dumont & Blake Investment Advisors
New Jersey
$2.08M -$11K -66 -0.5%
FT
489
Fiduciary Trust
Massachusetts
$2.08M -$8.47K -51 -0.4%
WI
490
WBI Investments
New Jersey
$2.04M -$3.11M -18,693 -61%
BLC
491
Brown, Lisle/Cummings
Rhode Island
$2.03M +$1.94M +11,658 New
SIA
492
Strategic Investment Advisors
Michigan
$2.01M +$11.5K +69 +0.6%
RIM
493
Redpoint Investment Management
Australia
$2M -$106K -639 -5%
FPS
494
Fieldpoint Private Securities
Connecticut
$2M +$53.2K +320 +3%
AAM
495
Arabesque Asset Management
United Kingdom
$1.99M +$1.9M +11,449 New
CI
496
Cigna Investments
Connecticut
$1.99M -$698K -4,199 -27%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$1.98M +$12.1K +73 +0.6%
AIM
498
Aigen Investment Management
New York
$1.94M -$4.47M -26,881 -70%
Fayez Sarofim & Co
499
Fayez Sarofim & Co
Texas
$1.94M
HI
500
Horizon Investments
North Carolina
$1.93M +$283K +1,701 +18%