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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
NA
576
NewEdge Advisors
Louisiana
$1.2M +$369K +2,220 +47%
BAM
577
Belpointe Asset Management
Nevada
$1.19M -$508K -3,059 -31%
GIA
578
Gladstone Institutional Advisory
Florida
$1.19M -$186K -1,121 -14%
Walleye Capital
579
Walleye Capital
New York
$1.18M +$1.13M +6,795 New
CNC
580
Citizens & Northern Corp
Pennsylvania
$1.18M -$49.3K -297 -4%
GT
581
Greenleaf Trust
Michigan
$1.17M +$51.8K +312 +5%
S
582
SignatureFD
Georgia
$1.15M +$64.6K +389 +6%
UAML
583
US Asset Management LLC
Pennsylvania
$1.15M -$664 -4 -0.1%
CAAS
584
Capital Asset Advisory Services
Michigan
$1.15M +$238K +1,430 +28%
ST
585
Smithfield Trust
Pennsylvania
$1.15M
QCG
586
Quadrant Capital Group
Ohio
$1.12M +$157K +944 +17%
EWM
587
Elmwood Wealth Management
California
$1.12M +$1.07M +6,428 New
RJT
588
Raymond James Trust
Florida
$1.11M -$242K -1,458 -19%
ACP
589
Arcus Capital Partners
Georgia
$1.11M +$502K +3,023 +90%
VI
590
Versor Investments
New York
$1.11M +$1.06M +6,400 New
CA
591
Clearstead Advisors
Ohio
$1.11M -$69.6K -419 -6%
CCM
592
Coldstream Capital Management
Washington
$1.09M +$533K +3,207 +104%
ACM
593
Allred Capital Management
Texas
$1.09M -$19.3K -116 -2%
EIA
594
Edgemoor Investment Advisors
Maryland
$1.09M
SIA
595
SkyView Investment Advisors
New Jersey
$1.09M +$1.68M +10,119 +154%
NW
596
NewEdge Wealth
Pennsylvania
$1.08M +$297K +1,787 +40%
BCM
597
Boltwood Capital Management
California
$1.08M +$6.64K +40 +0.6%
GF
598
Gries Financial
Ohio
$1.08M +$14.6K +88 +1%
BWAM
599
Boyd Watterson Asset Management
Ohio
$1.06M -$1.99K -12 -0.2%
UCFA
600
United Capital Financial Advisors
Texas
$1.06M +$143K +858 +16%