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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
PWP
601
Personal Wealth Partners
Minnesota
$593K
CCA
602
Checchi Capital Advisers
California
$587K -$6.68K -58 -1%
CFD
603
Creative Financial Designs
Indiana
$586K +$553K +4,804 +43,673%
FCI
604
Financial Counselors Inc
Kansas
$585K +$109K +950 +25%
IIC
605
Ironwood Investment Counsel
Arizona
$584K
OCG
606
Opus Capital Group
Ohio
$580K -$101K -880 -16%
IA
607
Icon Advisers
Colorado
$572K
OC
608
Oppenheimer & Co
New York
$571K +$1.96K +17 +0.4%
WSFS
609
Wilmington Savings Fund Society
Delaware
$565K
AT
610
Arden Trust
Delaware
$562K -$129K -1,118 -20%
SWA
611
SFMG Wealth Advisors
Texas
$561K -$15.5K -135 -3%
Vontobel Holding
612
Vontobel Holding
Switzerland
$559K -$2.13M -18,515 -80%
NA
613
NewEdge Advisors
Louisiana
$556K -$56.3K -489 -10%
AIC
614
Ameritas Investment Company
Nebraska
$556K +$525K +4,562 New
CAG
615
Csenge Advisory Group
Florida
$551K -$18.7K -162 -4%
OPS
616
Orion Portfolio Solutions
Nebraska
$550K +$55.2K +479 +12%
FI
617
Fosun International
China
$548K +$102K +882 +24%
UCFA
618
United Capital Financial Advisors
Texas
$524K -$88.4K -768 -15%
V
619
VeraBank
Texas
$524K
SS
620
Simplicity Solutions
Minnesota
$524K +$191K +1,662 +63%
DHFB
621
Dixon Hubard Feinour & Brown
Virginia
$519K +$253K +2,193 +100%
HH
622
Hilltop Holdings
Texas
$516K +$70K +608 +17%
DSC
623
Duncker Streett & Co
Missouri
$512K
TNB
624
TCF National Bank
South Dakota
$508K
BIM
625
Bridges Investment Management
Nebraska
$508K +$13.7K +119 +3%