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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
WCM
676
Weld Capital Management
New York
$389K +$367K +3,190 New
DWT
677
Dorsey & Whitney Trust
South Dakota
$387K +$37.3K +324 +11%
CIM
678
Contravisory Investment Management
Massachusetts
$385K
SWM
679
Stockman Wealth Management
Montana
$382K -$6.91K -60 -2%
CG
680
Caprock Group
Idaho
$381K +$34.2K +297 +10%
LSAG
681
Lake Street Advisors Group
New Hampshire
$380K +$15.3K +133 +4%
FB
682
Fulton Bank
Pennsylvania
$377K -$117K -1,020 -25%
DWM
683
Defined Wealth Management
Oregon
$377K
WFPG
684
Waller Financial Planning Group
Ohio
$370K +$1.38K +12 +0.4%
HI
685
Horizon Investments
North Carolina
$369K +$349K +3,032 New
APA
686
American Portfolios Advisors
New York
$368K +$8.64K +75 +3%
ARMT
687
Amica Retiree Medical Trust
Rhode Island
$366K -$115K -999 -25%
CAI
688
Capital Advisors Inc
Oklahoma
$366K
GTCM
689
Gyon Technologies Capital Management
New Jersey
$366K +$347K +3,009 New
HB
690
Homrich & Berg
Georgia
$365K -$35.2K -306 -9%
AWE
691
Avidian Wealth Enterprises
Texas
$363K -$12.9K -112 -4%
PI
692
Putnam Investments
Massachusetts
$355K -$414K -3,598 -55%
BG
693
Bollard Group
Massachusetts
$354K
IDBONY
694
Israel Discount Bank of New York
New York
$348K -$44.9K -390 -12%
ACP
695
Arcus Capital Partners
Georgia
$341K +$43.8K +380 +16%
JPG
696
Jordan Park Group
California
$341K +$323K +2,803 New
RT
697
Rockland Trust
Massachusetts
$335K -$4.61K -40 -1%
NSAM
698
North Star Asset Management
Wisconsin
$335K
CAN
699
Cetera Advisor Networks
California
$335K +$88.1K +765 +39%
BIP
700
Blueprint Investment Partners
North Carolina
$334K +$316K +2,742 +137,100%