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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
WJWM
651
Williams Jones Wealth Management
New York
$821K +$784K +4,722 New
SIM
652
Sentry Investment Management
Wisconsin
$819K
Verition Fund Management
653
Verition Fund Management
Connecticut
$810K +$774K +4,660 New
AWA
654
Amplius Wealth Advisors
Pennsylvania
$810K +$774K +4,662 New
CFGS
655
Concourse Financial Group Securities
Alabama
$809K +$14.3K +86 +2%
AIL
656
AGF Investments LLC
Ontario, Canada
$809K +$111K +669 +17%
WSFS
657
Wilmington Savings Fund Society
Delaware
$807K -$199K -1,200 -21%
AT
658
Arden Trust
Delaware
$800K -$21.1K -127 -3%
MPM
659
MBB Public Markets
Illinois
$792K +$757K +4,558 New
GIA
660
Gateway Investment Advisers
Ohio
$787K -$53.2K -320 -7%
KM
661
Kalos Management
Georgia
$785K +$37.9K +228 +5%
FI
662
Fosun International
China
$784K
M
663
Mirova
France
$769K +$478K +2,878 +186%
MGP
664
Metis Global Partners
California
$768K +$734K +4,416 New
SFO
665
Stokes Family Office
Louisiana
$760K +$128K +768 +21%
BIP
666
Blueprint Investment Partners
North Carolina
$756K +$186K +1,122 +35%
V
667
VeraBank
Texas
$751K
DSC
668
Duncker Streett & Co
Missouri
$730K
RT
669
Rockland Trust
Massachusetts
$727K +$118K +713 +21%
WWM
670
Western Wealth Management
Colorado
$727K +$696K +4,190 New
First Manhattan
671
First Manhattan
New York
$725K +$604K +3,639 +681%
Luther King Capital Management (LKCM)
672
Luther King Capital Management (LKCM)
Texas
$721K +$4.65K +28 +0.7%
DY
673
Dowling & Yahnke
California
$719K +$181K +1,087 +36%
AUB
674
Atlantic Union Bankshares
Virginia
$717K -$831 -5 -0.1%
CG
675
Caprock Group
Idaho
$716K +$114K +687 +20%