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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
HBT
601
Heartland Bank & Trust
Illinois
$843K +$842K +5,570 New
MCA
602
Mercer Capital Advisers
New Jersey
$840K
DLA
603
Douglas Lane & Associates
New York
$834K -$17.5K -116 -2%
QCG
604
Quadrant Capital Group
Ohio
$834K +$15.3K +101 +2%
TU
605
TDAM USA
Ontario, Canada
$827K +$102K +674 +14%
WA
606
Wealth Alliance
New York
$825K -$6.66K -44 -0.8%
ACP
607
Ashfield Capital Partners
California
$821K
MPAM
608
Murphy Pohlad Asset Management
Minnesota
$800K
ESCM
609
Echo Street Capital Management
New York
$793K +$792K +5,234 New
DT
610
Diversified Trust
Tennessee
$792K +$791K +5,228 New
UCFA
611
United Capital Financial Advisors
Texas
$791K -$53.7K -355 -6%
PP
612
Pegasus Partners
Wisconsin
$790K -$64.6K -427 -8%
ROTUOC
613
Regents of the University of California
California
$787K
CGL
614
Clarius Group LLC
Washington
$787K +$32.4K +214 +4%
CAAS
615
Capital Asset Advisory Services
Michigan
$783K +$273K +1,802 +54%
OAM
616
Optimal Asset Management
California
$772K
TI
617
Truehand Inc
New Hampshire
$768K
WFI
618
West Family Investments
California
$764K +$62.2K +411 +9%
MSCM
619
McElhenny Sheffield Capital Management
Texas
$757K +$756K +4,999 New
OPS
620
Orion Portfolio Solutions
Nebraska
$755K +$50.4K +333 +7%
KM
621
Kalos Management
Georgia
$748K +$13.2K +87 +2%
CCA
622
Checchi Capital Advisers
California
$748K +$20.3K +134 +3%
KPWS
623
Kestra Private Wealth Services
Texas
$744K +$4.24K +28 +0.6%
TAM
624
Trust Asset Management
Texas
$744K +$49.3K +326 +7%
SPIA
625
Steward Partners Investment Advisory
New York
$743K -$46.1K -305 -6%