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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
BAM
601
Blueshift Asset Management
New Jersey
$1.05M -$3.89M -23,391 -80%
WPA
602
West Paces Advisors
Georgia
$1.05M -$136K -818 -12%
PL
603
Pluribus Labs
California
$1.04M +$999K +6,014 New
AWM
604
Aries Wealth Management
Maine
$1.04M -$75.6K -455 -7%
BJL
605
Brighton Jones LLC
Washington
$1.03M +$10.8K +65 +1%
MSCM
606
McElhenny Sheffield Capital Management
Texas
$1.03M +$157K +948 +19%
S
607
SimplyRich
California
$1.03M +$8.8K +53 +0.9%
TPCW
608
TD Private Client Wealth
New York
$1.03M +$5.65K +34 +0.6%
SCM
609
Shelton Capital Management
Colorado
$1.03M -$65.9K -397 -6%
FWCM
610
Ferguson Wellman Capital Management
Oregon
$1.03M
PP
611
Pegasus Partners
Wisconsin
$1.01M +$103K +618 +12%
VWM
612
Venturi Wealth Management
Texas
$1.01M -$62.3K -375 -6%
SF
613
Summit Financial
New Jersey
$998K +$300K +1,803 +46%
BCM
614
Bayesian Capital Management
New York
$996K -$1.06M -6,370 -53%
OPS
615
Orion Portfolio Solutions
Nebraska
$987K +$115K +691 +14%
DGAM
616
Desjardins Global Asset Management
Quebec, Canada
$987K +$944K +5,680 New
MSAM
617
Moloney Securities Asset Management
Missouri
$984K -$66.1K -398 -7%
HBT
618
Heartland Bank & Trust
Illinois
$983K +$14.6K +88 +2%
ACP
619
Ashfield Capital Partners
California
$977K +$33.2K +200 +4%
WA
620
Wealth Alliance
New York
$951K +$4.49K +27 +0.5%
PA
621
Pinnacle Associates
New York
$934K +$508K +3,057 +132%
CGL
622
Clarius Group LLC
Washington
$932K +$27.4K +165 +3%
SP
623
Symmetry Partners
Connecticut
$931K -$48K -289 -5%
TU
624
TDAM USA
Ontario, Canada
$923K -$25.1K -151 -3%
MPAM
625
Murphy Pohlad Asset Management
Minnesota
$918K