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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
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$77.7K +468 +6%
AAS
552
Annex Advisory Services
Wisconsin
$1.35M +$44.9K +270 +4%
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M
FTDI
554
First Trust Direct Indexing
Massachusetts
$1.34M +$92.2K +555 +8%
PDN
555
Pensionfund DSM Netherlands
Netherlands
$1.34M
MWM
556
Mission Wealth Management
California
$1.31M +$60.3K +363 +5%
TH
557
TCTC Holdings
Texas
$1.3M
WI
558
Wintrust Investments
Illinois
$1.3M +$1.24M +7,462 New
HPC
559
HM Payson & Co
Maine
$1.3M -$27.2K -164 -2%
UBG
560
United Bank (Georgia)
Georgia
$1.29M -$26.1K -157 -2%
EIM
561
Essex Investment Management
Massachusetts
$1.29M
AG
562
Ascent Group
Virginia
$1.29M +$1.36M +8,202 New
DMBA
563
Deseret Mutual Benefit Administrators
Utah
$1.29M +$30.2K +182 +3%
TCOT
564
Trust Company of Toledo
Ohio
$1.28M -$2.33K -14 -0.2%
KPWS
565
Kestra Private Wealth Services
Texas
$1.28M +$404K +2,431 +49%
TC
566
TwinBeech Capital
New York
$1.27M -$3.89M -23,436 -76%
BC
567
Bartlett & Co
Ohio
$1.27M -$36.7K -221 -3%
BCWM
568
Bartlett & Co Wealth Management
Ohio
$1.27M -$36.7K -221 -3%
IA
569
Icon Advisers
Colorado
$1.27M +$432K +2,600 +55%
KWM
570
Kingsview Wealth Management
Oregon
$1.27M +$1.21M +7,284 New
PA
571
PFG Advisors
Arizona
$1.26M +$72.3K +435 +6%
EGM
572
Engineers Gate Manager
New York
$1.22M -$4.3M -25,883 -79%
BHC
573
Bowen Hanes & Co
Florida
$1.22M
AIP
574
Ameritas Investment Partners
Nebraska
$1.21M -$33.7K -203 -3%
CNC
575
Canandaigua National Corp
New York
$1.21M -$82.4K -496 -7%