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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
BCWM
551
Bartlett & Co Wealth Management
Ohio
$1.14M +$98.6K +652 +9%
CAN
552
Cetera Advisor Networks
California
$1.14M +$6.05K +40 +0.5%
TH
553
TCTC Holdings
Texas
$1.14M
AAS
554
Annex Advisory Services
Wisconsin
$1.13M -$64.3K -425 -5%
CC
555
Centiva Capital
New York
$1.13M +$510K +3,369 +82%
CNC
556
Canandaigua National Corp
New York
$1.13M +$39.6K +262 +4%
EIM
557
Essex Investment Management
Massachusetts
$1.13M -$706K -4,669 -39%
PA
558
Profund Advisors
Maryland
$1.12M -$43.4K -287 -4%
TCOT
559
Trust Company of Toledo
Ohio
$1.11M -$302 -2 -0%
WAP
560
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$19.8K +131 +2%
DMBA
561
Deseret Mutual Benefit Administrators
Utah
$1.09M +$812K +5,367 +290%
AIP
562
Ameritas Investment Partners
Nebraska
$1.08M -$31.6K -209 -3%
FTDI
563
First Trust Direct Indexing
Massachusetts
$1.08M +$39.3K +260 +4%
MWM
564
Mission Wealth Management
California
$1.08M -$33K -218 -3%
XT
565
XTX Topco
Cayman Islands
$1.08M +$1.08M +7,144 New
CNC
566
Citizens & Northern Corp
Pennsylvania
$1.07M -$38.9K -257 -4%
BHC
567
Bowen Hanes & Co
Florida
$1.06M -$2.42K -16 -0.2%
WPA
568
West Paces Advisors
Georgia
$1.04M -$34.6K -229 -3%
CA
569
Clearstead Advisors
Ohio
$1.03M +$8.17K +54 +0.8%
PA
570
PFG Advisors
Arizona
$1.03M +$21.9K +145 +2%
FCH
571
Freestone Capital Holdings
Washington
$1.02M +$203K +1,341 +25%
TI
572
Tidal Investments
Wisconsin
$1.02M +$225K +1,487 +28%
SS
573
Simplicity Solutions
Minnesota
$1.02M +$164K +1,084 +19%
UAML
574
US Asset Management LLC
Pennsylvania
$1M +$1M +6,628 New
ST
575
Smithfield Trust
Pennsylvania
$1M