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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
BPC
501
Banque Pictet & Cie
Switzerland
$1.6M
WANY
502
Wealthspire Advisors (New York)
New York
$1.6M +$1.6M +10,546 New
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$1.58M -$45.4K -300 -3%
FNT
504
First National Trust
Pennsylvania
$1.55M +$69.9K +462 +5%
RIG
505
Roosevelt Investment Group
New York
$1.54M +$85.3K +564 +6%
JF
506
Jump Financial
Illinois
$1.53M +$1.53M +10,114 New
CTA
507
Chesley Taft & Associates
Illinois
$1.53M -$14.4K -95 -0.9%
CK
508
Cohen Klingenstein
New York
$1.51M
HIC
509
Hartline Investment Corp
Illinois
$1.51M
BAM
510
Belpointe Asset Management
Nevada
$1.5M -$7.26K -48 -0.5%
VAS
511
Vestmark Advisory Solutions
Massachusetts
$1.49M -$58.5K -387 -4%
AWM
512
Altium Wealth Management
New York
$1.49M
ACM
513
Ativo Capital Management
Illinois
$1.48M
Cambridge Investment Research Advisors
514
Cambridge Investment Research Advisors
Iowa
$1.45M -$55.2K -365 -4%
GC
515
Grimes & Company
Massachusetts
$1.44M +$7.56K +50 +0.5%
HI
516
Horizon Investments
North Carolina
$1.43M +$958K +6,335 +203%
CI
517
CX Institutional
Indiana
$1.42M -$42K -278 -3%
JHP
518
James Hambro & Partners
United Kingdom
$1.39M
HBT
519
Hills Bank & Trust
Iowa
$1.38M +$29.3K +194 +2%
HCM
520
Howland Capital Management
Massachusetts
$1.36M
FMTC
521
Farmers & Merchants Trust Company
California
$1.36M +$1.36M +8,967 New
LIA
522
LS Investment Advisors
Michigan
$1.35M
ACM
523
AlphaCrest Capital Management
New York
$1.34M -$30.9K -204 -2%
WA1
524
Wimmer Associates 1
California
$1.34M +$302 +2 +0%
IC
525
IEQ Capital
California
$1.34M +$110K +724 +9%