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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
LS
626
Livforsakringsbolaget Skandia
Sweden
$905K -$465K -2,800 -35%
ROTUOC
627
Regents of the University of California
California
$904K
CI
628
Conning Inc
Connecticut
$902K +$97.8K +589 +13%
DLA
629
Douglas Lane & Associates
New York
$893K -$62.3K -375 -7%
JWM
630
JGP Wealth Management
Oregon
$889K +$160K +963 +22%
TI
631
Truehand Inc
New Hampshire
$882K
CCA
632
Checchi Capital Advisers
California
$875K +$15.3K +92 +2%
IAN
633
Integrated Advisors Network
Texas
$874K +$114K +687 +16%
CIA
634
Capital Investment Advisors
Georgia
$869K -$198K -1,194 -19%
FC
635
FORA Capital
Florida
$861K +$822K +4,951 New
TAM
636
Trust Asset Management
Texas
$854K
JFL
637
Jarislowsky, Fraser Ltd
Quebec, Canada
$851K
HFS
638
Hantz Financial Services
Michigan
$849K +$199K +1,195 +32%
PWP
639
Personal Wealth Partners
Minnesota
$847K
NSB
640
Norway Savings Bank
Maine
$847K +$1.66K +10 +0.2%
SPIA
641
Steward Partners Investment Advisory
New York
$846K -$6.81K -41 -0.8%
TMAM
642
Tokio Marine Asset Management
Japan
$845K +$68.8K +414 +9%
WFI
643
West Family Investments
California
$840K -$34.9K -210 -4%
SWA
644
SFMG Wealth Advisors
Texas
$839K
IIC
645
Ironwood Investment Counsel
Arizona
$834K
A
646
Astrantus
Cyprus
$834K +$797K +4,800 New
OC
647
Oppenheimer & Co
New York
$829K +$18.1K +109 +2%
PA
648
Parallel Advisors
California
$829K +$63.6K +383 +9%
LSA
649
Leonteq Securities AG
Switzerland
$827K -$19.4K -117 -2%
HH
650
Hilltop Holdings
Texas
$827K +$86.2K +519 +12%