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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
ST
551
Smithfield Trust
Pennsylvania
$804K
CIA
552
Capital Investment Advisors
Georgia
$790K +$346 +3 +0%
RWA
553
Ropes Wealth Advisors
Massachusetts
$790K +$576K +5,000 +579%
NG
554
NatWest Group
United Kingdom
$784K -$554K -4,807 -43%
SI
555
Stephens Inc
Arkansas
$784K +$23.8K +207 +3%
DLA
556
Douglas Lane & Associates
New York
$783K -$10.8K -94 -1%
WANY
557
Wealthspire Advisors (New York)
New York
$782K +$234K +2,035 +46%
PA
558
PFG Advisors
Arizona
$780K +$38K +330 +5%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$775K -$342K -2,967 -32%
BCM
560
Boltwood Capital Management
California
$766K +$4.26K +37 +0.6%
IC
561
IEQ Capital
California
$764K +$722K +6,268 New
EIA
562
Edgemoor Investment Advisors
Maryland
$762K +$197K +1,708 +38%
CA
563
Clearstead Advisors
Ohio
$762K +$516K +4,484 +252%
ACM
564
AlphaStar Capital Management
North Carolina
$755K +$714K +6,200 New
CCIA
565
Campbell & Co Investment Adviser
Maryland
$750K +$709K +6,155 New
VWM
566
Venturi Wealth Management
Texas
$743K -$9.79K -85 -1%
AIC
567
Aurora Investment Counsel
Georgia
$737K -$67.6K -587 -9%
GT
568
Greenleaf Trust
Michigan
$721K +$80.4K +698 +13%
ECM
569
ExodusPoint Capital Management
New York
$702K -$6.06M -52,638 -90%
EGM
570
Engineers Gate Manager
New York
$700K -$2.4M -20,879 -78%
BJL
571
Brighton Jones LLC
Washington
$700K +$127K +1,104 +24%
HIIFS
572
Harel Insurance Investments & Financial Services
Israel
$686K +$19K +165 +11%
OQS
573
Occudo Quantitative Strategies
Florida
$686K +$649K +5,631 New
VI
574
Versor Investments
New York
$685K +$647K +5,622 New
ZB
575
Zions Bancorporation
Utah
$679K +$429K +3,728 +202%