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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
TW
501
TrinityPoint Wealth
Connecticut
$1.06M +$56.8K +493 +6%
EP
502
Edgestream Partners
New Jersey
$1.06M -$1.92M -16,668 -66%
CIBC World Market
503
CIBC World Market
Ontario, Canada
$1.05M +$189K +1,644 +23%
MYIA
504
Mount Yale Investment Advisors
Colorado
$1.04M +$339K +2,944 +52%
NRS
505
Neville Rodie & Shaw
New York
$1.04M
WI
506
Wintrust Investments
Illinois
$1.04M -$66.6K -578 -6%
EBT
507
Enterprise Bank & Trust
Massachusetts
$1.02M +$43.5K +378 +5%
SP
508
Symmetry Partners
Connecticut
$1.02M -$249K -2,164 -21%
WIC
509
Wilkins Investment Counsel
Massachusetts
$1M
YIH
510
Y-Intercept (HK)
Hong Kong
$998K +$946K +8,215 New
RJT
511
Raymond James Trust
Florida
$997K +$121K +1,048 +15%
AAS
512
Annex Advisory Services
Wisconsin
$995K -$72K -625 -7%
MGIA
513
Moneta Group Investment Advisors
Missouri
$995K +$9.67K +84 +1%
IA
514
IndexIQ Advisors
New York
$988K +$119K +1,030 +15%
BAM
515
Belpointe Asset Management
Nevada
$984K -$21.5K -187 -2%
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
$983K -$9.37M -81,339 -91%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$976K -$163K -1,416 -15%
PA
518
Profund Advisors
Maryland
$974K +$116K +1,010 +14%
TSW
519
Thompson Siegel & Walmsley
Virginia
$971K +$18.2K +158 +2%
CNC
520
Citizens & Northern Corp
Pennsylvania
$968K +$22.1K +192 +2%
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
$962K -$338K -2,935 -27%
TC
522
Toews Corporation
New Jersey
$962K +$910K +7,900 New
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$955K +$3.69K +32 +0.4%
LWCFA
524
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$951K -$66.8K -580 -7%
UBG
525
United Bank (Georgia)
Georgia
$950K -$11.6K -101 -1%