We are live on ! Find out more
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
SIA
576
SkyView Investment Advisors
New Jersey
$998K +$715K +4,728 +254%
AWM
577
Aries Wealth Management
Maine
$976K -$37.1K -245 -4%
ACM
578
Allred Capital Management
Texas
$971K -$137K -907 -12%
GT
579
Greenleaf Trust
Michigan
$971K +$47.2K +312 +5%
EF
580
Empirical Finance
Pennsylvania
$969K +$54.6K +361 +6%
MOS
581
MGO One Seven
Ohio
$969K +$277K +1,831 +46%
SCM
582
Shelton Capital Management
Colorado
$956K
EIA
583
Edgemoor Investment Advisors
Maryland
$948K
S
584
SignatureFD
Georgia
$947K +$48.2K +319 +5%
CIA
585
Capital Investment Advisors
Georgia
$938K +$1.81K +12 +0.2%
VWM
586
Venturi Wealth Management
Texas
$935K +$1.51K +10 +0.2%
BCM
587
Boltwood Capital Management
California
$932K -$2.57K -17 -0.3%
RWA
588
Ropes Wealth Advisors
Massachusetts
$932K +$44.5K +294 +5%
GF
589
Gries Financial
Ohio
$924K
BWAM
590
Boyd Watterson Asset Management
Ohio
$924K +$52.3K +346 +6%
MSAM
591
Moloney Securities Asset Management
Missouri
$918K +$917K +6,061 New
WA
592
WestEnd Advisors
North Carolina
$908K
FWCM
593
Ferguson Wellman Capital Management
Oregon
$896K
TPCW
594
TD Private Client Wealth
New York
$894K +$29.6K +196 +3%
S
595
SimplyRich
California
$892K +$13.8K +91 +2%
BJL
596
Brighton Jones LLC
Washington
$891K -$3.33K -22 -0.4%
WSFS
597
Wilmington Savings Fund Society
Delaware
$884K +$181K +1,200 +26%
DCP
598
DSM Capital Partners
Florida
$880K -$458K -3,030 -34%
SP
599
Symmetry Partners
Connecticut
$872K -$160K -1,055 -16%
ED
600
Exane Derivatives
France
$863K +$862K +5,700 New

MRSH Hedge Fund Activity: Q3 2021 in Review

1,073 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2021, worth a combined $67.8B — up 6.9% from $63.4B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MRSH positions and 51 closed out — a net gain of 81 holders — while 388 added to existing stakes and 350 trimmed.

The largest buyer was Longview Partners, adding an estimated $409M. The largest seller was T. Rowe Price Associates, cutting an estimated $990M.

  • 1,073 institutional investors held Marsh (MRSH) as of Q3 2021, up from 1,005 in Q2 2021.
  • Funds reported $67.8B of Marsh stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 132 funds opened new Marsh positions in Q3 2021 and 51 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q3 2021 was Longview Partners, an estimated $409M added.
  • The largest Marsh seller in Q3 2021 was T. Rowe Price Associates, an estimated $990M sold.

Based on aggregated 13F filings for Q3 2021.