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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
IA
526
IndexIQ Advisors
New York
$1.32M +$61.9K +409 +5%
EBT
527
Enterprise Bank & Trust
Massachusetts
$1.31M +$27.2K +180 +2%
MGIA
528
Moneta Group Investment Advisors
Missouri
$1.3M -$302 -2 -0%
NRS
529
Neville Rodie & Shaw
New York
$1.29M
WIC
530
Wilkins Investment Counsel
Massachusetts
$1.25M
DCM
531
Donaldson Capital Management
Indiana
$1.24M -$38K -251 -3%
Assenagon Asset Management
532
Assenagon Asset Management
Luxembourg
$1.22M +$627K +4,147 +105%
ZB
533
Zions Bancorporation
Utah
$1.22M +$68.5K +453 +6%
BFEC
534
Benjamin F. Edwards & Company
Missouri
$1.22M +$46.6K +308 +4%
MYIA
535
Mount Yale Investment Advisors
Colorado
$1.22M -$95.9K -634 -7%
AG
536
AlphaSimPlex Group
Massachusetts
$1.22M +$202K +1,334 +20%
LS
537
Livforsakringsbolaget Skandia
Sweden
$1.21M -$75.6K -500 -6%
HF
538
HRT Financial
New York
$1.21M -$7.29M -48,183 -86%
TSW
539
Thompson Siegel & Walmsley
Virginia
$1.21M -$1.21K -8 -0.1%
TW
540
TrinityPoint Wealth
Connecticut
$1.2M -$122K -808 -9%
GIA
541
Gladstone Institutional Advisory
Florida
$1.2M +$347K +2,295 +41%
EWM
542
Evercore Wealth Management
New York
$1.2M -$75.6K -500 -6%
RJT
543
Raymond James Trust
Florida
$1.19M -$25.1K -166 -2%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$1.17M +$17.1K +113 +1%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M -$11.8K -78 -1%
PDN
546
Pensionfund DSM Netherlands
Netherlands
$1.17M -$3.25M -21,500 -74%
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$1.16M +$745K +4,929 +183%
HPC
548
HM Payson & Co
Maine
$1.15M +$24.8K +164 +2%
UBG
549
United Bank (Georgia)
Georgia
$1.15M -$9.53K -63 -0.8%
BC
550
Bartlett & Co
Ohio
$1.14M +$98.6K +652 +9%