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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
V
651
VeraBank
Texas
$654K
OIA
652
OneDigital Investment Advisors
Kansas
$645K +$11.6K +77 +2%
HH
653
Hilltop Holdings
Texas
$641K +$13.8K +91 +2%
FCI
654
Financial Counselors Inc
Kansas
$637K -$89.8K -594 -12%
LIP
655
Liontrust Investment Partners
United Kingdom
$636K +$635K +4,200 New
DSC
656
Duncker Streett & Co
Missouri
$636K
AUB
657
Atlantic Union Bankshares
Virginia
$626K +$7.56K +50 +1%
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
$624K
CM
659
Capula Management
Cayman Islands
$617K +$619K +4,091 New
RR
660
Robotti Robert
$606K
MMHP
661
Murphy Middleton Hinkle & Parker
Georgia
$605K
AIL
662
AGF Investments LLC
Ontario, Canada
$603K -$62.9K -416 -9%
EWM
663
Empirical Wealth Management
Washington
$598K +$597K +3,950 New
SF
664
Summit Financial
New Jersey
$597K +$310K +2,047 +108%
ML
665
McAdam LLC
Pennsylvania
$592K +$592K +3,912 New
PP
666
Prospector Partners
Connecticut
$591K
MGIA
667
Matthew Goff Investment Advisor
Texas
$589K
FMLI
668
Fukoku Mutual Life Insurance
Japan
$589K +$98.3K +650 +20%
APA
669
American Portfolios Advisors
New York
$587K +$49.3K +326 +9%
BWM
670
Buckley Wealth Management
Nevada
$586K +$49K +324 +9%
T
671
TrueFG
Texas
$584K
HCM
672
Hutchinson Capital Management
California
$571K
CT
673
Caldwell Trust
Florida
$570K
GRP
674
Global Retirement Partners
California
$567K -$4.08K -27 -0.7%
AG
675
Algert Global
California
$566K +$566K +3,741 New