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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
BFEC
526
Benjamin F. Edwards & Company
Missouri
$929K +$41.5K +360 +5%
ACM
527
Allred Capital Management
Texas
$928K -$121K -1,051 -12%
DT
528
Diversified Trust
Tennessee
$917K +$215K +1,871 +33%
LS
529
Livforsakringsbolaget Skandia
Sweden
$915K
MWM
530
Mission Wealth Management
California
$915K +$97.5K +847 +13%
QI
531
QS Investors
New York
$913K
TH
532
TCTC Holdings
Texas
$913K
WPA
533
West Paces Advisors
Georgia
$909K +$24.6K +214 +3%
HPC
534
HM Payson & Co
Maine
$908K -$30.4K -264 -3%
AIP
535
Ameritas Investment Partners
Nebraska
$898K -$39.7K -345 -4%
TCOT
536
Trust Company of Toledo
Ohio
$897K +$5.3K +46 +0.6%
Walleye Trading
537
Walleye Trading
New York
$891K +$843K +7,318 New
RIM
538
Redwood Investment Management
Arizona
$891K +$846K +7,345 New
CNC
539
Canandaigua National Corp
New York
$890K +$14.6K +127 +2%
NW
540
NewEdge Wealth
Pennsylvania
$881K -$825K -7,162 -50%
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$867K -$135K -1,174 -14%
BHC
542
Bowen Hanes & Co
Florida
$856K +$88.1K +765 +12%
VPIM
543
Vanguard Personalized Indexing Management
California
$851K +$305K +2,644 +61%
AWM
544
Aries Wealth Management
Maine
$839K +$177K +1,538 +30%
BCWM
545
Bartlett & Co Wealth Management
Ohio
$837K
BC
546
Bartlett & Co
Ohio
$837K
CI
547
Conning Inc
Connecticut
$835K -$70.3K -610 -8%
GF
548
Gries Financial
Ohio
$821K +$703K +6,101 New
AG
549
AlphaSimPlex Group
Massachusetts
$817K -$781K -6,782 -50%
EWM
550
Elmwood Wealth Management
California
$816K +$772K +6,703 New