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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
HBT
526
Hills Bank & Trust
Iowa
$1.6M +$21.9K +132 +1%
CI
527
CX Institutional
Indiana
$1.59M -$30.9K -186 -2%
HCM
528
Howland Capital Management
Massachusetts
$1.56M +$1.33K +8 +0.1%
MGIA
529
Moneta Group Investment Advisors
Missouri
$1.54M +$44.9K +270 +3%
WA1
530
Wimmer Associates 1
California
$1.54M +$3.65K +22 +0.2%
ZB
531
Zions Bancorporation
Utah
$1.52M +$114K +685 +8%
EF
532
Empirical Finance
Pennsylvania
$1.52M +$385K +2,320 +36%
LIA
533
LS Investment Advisors
Michigan
$1.5M -$48.5K -292 -3%
NRS
534
Neville Rodie & Shaw
New York
$1.48M
IRF
535
IBM Retirement Fund
New York
$1.47M -$982K -5,913 -41%
MOS
536
MGO One Seven
Ohio
$1.47M +$439K +2,642 +45%
IA
537
IndexIQ Advisors
New York
$1.46M -$53.7K -323 -4%
BBNA
538
Bremer Bank National Association
Minnesota
$1.45M -$504K -3,037 -27%
UFF
539
USA Financial Formulas
Michigan
$1.44M +$1.37M +8,257 +25,021%
SC
540
SRB Corp
Massachusetts
$1.44M -$450K -2,710 -25%
WIC
541
Wilkins Investment Counsel
Massachusetts
$1.43M
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$1.43M +$81.9K +493 +6%
DCM
543
Donaldson Capital Management
Indiana
$1.41M -$15.3K -92 -1%
TW
544
TrinityPoint Wealth
Connecticut
$1.39M +$6.81K +41 +0.5%
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$1.39M +$58.6K +353 +5%
TSW
546
Thompson Siegel & Walmsley
Virginia
$1.38M
EWM
547
Evercore Wealth Management
New York
$1.38M
RZH
548
Relyea Zuckerberg Hanson
Connecticut
$1.37M -$600K -3,612 -29%
PA
549
Profund Advisors
Maryland
$1.36M +$71.9K +433 +6%
MYIA
550
Mount Yale Investment Advisors
Colorado
$1.36M -$37K -223 -3%