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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
FAT
651
First American Trust
California
$430K
BA
652
Bridgewater Advisors
New York
$428K +$371K +3,223 New
NCM
653
Noesis Capital Mangement
Florida
$427K +$461 +4 +0.1%
T
654
TrueFG
Texas
$426K
HC
655
Henshaw Capital
Massachusetts
$422K
BWM
656
Buckley Wealth Management
Nevada
$422K +$52.1K +452 +15%
TBA
657
Tower Bridge Advisors
Pennsylvania
$414K -$45.6K -396 -10%
RL
658
Ruffer LLP
United Kingdom
$414K
ASN
659
Advisory Services Network
Georgia
$412K -$123K -1,064 -24%
JWM
660
JGP Wealth Management
Oregon
$412K +$21.4K +186 +6%
4WM
661
44 Wealth Management
Oregon
$409K +$33.4K +290 +9%
DW
662
Domani Wealth
Pennsylvania
$407K
OIA
663
OneDigital Investment Advisors
Kansas
$406K +$38.1K +331 +11%
PA
664
Parallel Advisors
California
$404K -$4.26K -37 -1%
RMCM
665
Reynders McVeigh Capital Management
Massachusetts
$403K -$128K -1,112 -25%
MC
666
Moors & Cabot
Massachusetts
$402K -$14.1K -122 -4%
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$402K +$41.6K +361 +12%
TMAM
668
Tokio Marine Asset Management
Japan
$401K -$62.2K -540 -14%
WS
669
Wedbush Securities
California
$399K +$377K +3,273 New
RB
670
Rodgers Brothers
Pennsylvania
$396K -$4.26K -37 -1%
CFB
671
Cullen/Frost Bankers
Texas
$395K +$372K +3,226 +23,043%
SG
672
Strid Group
Pennsylvania
$391K
LSA
673
Leonteq Securities AG
Switzerland
$391K -$158K -1,375 -30%
CCM
674
Coldstream Capital Management
Washington
$390K -$6.45K -56 -2%
RW
675
REDW Wealth
New Mexico
$389K