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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
JFL
626
Jarislowsky, Fraser Ltd
Quebec, Canada
$742K
LSA
627
Leonteq Securities AG
Switzerland
$739K -$11.5K -76 -2%
PWP
628
Personal Wealth Partners
Minnesota
$738K
NSB
629
Norway Savings Bank
Maine
$736K +$78.5K +519 +12%
GIA
630
Gateway Investment Advisers
Ohio
$734K -$36.3K -240 -5%
SWA
631
SFMG Wealth Advisors
Texas
$731K -$6.81K -45 -0.9%
IIC
632
Ironwood Investment Counsel
Arizona
$726K
AT
633
Arden Trust
Delaware
$716K -$5.6K -37 -0.8%
SIM
634
Sentry Investment Management
Wisconsin
$714K -$37.5K -248 -5%
IA
635
Icon Advisers
Colorado
$712K
NA
636
NewEdge Advisors
Louisiana
$709K +$60K +397 +9%
OC
637
Oppenheimer & Co
New York
$706K
GCMG
638
Gyroscope Capital Management Group
Florida
$698K -$101K -666 -13%
EP
639
Eudaimonia Partners
Tennessee
$698K
CI
640
Conning Inc
Connecticut
$696K -$237K -1,570 -25%
FI
641
Fosun International
China
$696K
SG
642
Strid Group
Pennsylvania
$694K
CFGS
643
Concourse Financial Group Securities
Alabama
$692K -$13.8K -91 -2%
MAM
644
Meeder Asset Management
Ohio
$690K +$34.5K +228 +5%
TMAM
645
Tokio Marine Asset Management
Japan
$674K +$123K +815 +22%
JWM
646
JGP Wealth Management
Oregon
$671K +$52.3K +346 +8%
NW
647
NewEdge Wealth
Pennsylvania
$670K -$223K -1,474 -25%
CAG
648
Csenge Advisory Group
Florida
$665K +$7.56K +50 +1%
PA
649
Parallel Advisors
California
$664K +$75.8K +501 +13%
IAN
650
Integrated Advisors Network
Texas
$657K +$408K +2,695 +164%