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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
CFGS
626
Concourse Financial Group Securities
Alabama
$505K +$461K +4,002 +2,722%
TAM
627
Trust Asset Management
Texas
$498K +$83.5K +725 +22%
AUB
628
Atlantic Union Bankshares
Virginia
$497K
NSB
629
Norway Savings Bank
Maine
$494K +$69.7K +605 +18%
MMHP
630
Murphy Middleton Hinkle & Parker
Georgia
$487K
RR
631
Robotti Robert
$487K +$461K +4,000 New
CAAS
632
Capital Asset Advisory Services
Michigan
$486K -$33.4K -290 -7%
PP
633
Prospector Partners
Connecticut
$475K
MGIA
634
Matthew Goff Investment Advisor
Texas
$474K
TPCW
635
TD Private Client Wealth
New York
$472K -$316K -2,742 -41%
Assenagon Asset Management
636
Assenagon Asset Management
Luxembourg
$471K -$21M -182,747 -98%
MAM
637
Meeder Asset Management
Ohio
$471K +$129K +1,120 +41%
EMG
638
ETF Managers Group
New Jersey
$469K +$73.6K +639 +20%
CT
639
Caldwell Trust
Florida
$463K
AFP
640
Ausdal Financial Partners
Iowa
$461K +$2.76K +24 +0.6%
HCM
641
Hutchinson Capital Management
California
$459K
IBOK
642
Independence Bank of Kentucky
Kentucky
$459K +$23K +200 +6%
GRP
643
Global Retirement Partners
California
$458K +$4.95K +43 +1%
GG
644
Gofen & Glossberg
Illinois
$455K +$173K +1,500 +67%
DADC
645
D.A. Davidson & Co
Montana
$453K +$9.56K +83 +2%
AIM
646
Aigen Investment Management
New York
$441K +$417K +3,621 New
BRWA
647
B. Riley Wealth Advisors
Florida
$440K +$149K +1,296 +56%
Dodge & Cox
648
Dodge & Cox
California
$437K +$83.8K +728 +25%
WWM
649
Western Wealth Management
Colorado
$436K -$1.15K -10 -0.3%
FMLI
650
Fukoku Mutual Life Insurance
Japan
$431K