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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
HFS
676
Hantz Financial Services
Michigan
$559K +$558K +3,689 New
DADC
677
D.A. Davidson & Co
Montana
$551K -$5.6K -37 -1%
GG
678
Gofen & Glossberg
Illinois
$549K -$16.6K -110 -3%
AFP
679
Ausdal Financial Partners
Iowa
$547K -$22.7K -150 -4%
SFO
680
Stokes Family Office
Louisiana
$546K +$237K +1,569 +77%
NCM
681
Noesis Capital Mangement
Florida
$530K
Two Sigma Advisers
682
Two Sigma Advisers
New York
$530K +$529K +3,500 New
BSW
683
Buckingham Strategic Wealth
Missouri
$529K +$230K +1,520 +77%
PWPS
684
Pinnacle Wealth Planning Services
Ohio
$527K +$11.5K +76 +2%
RT
685
Rockland Trust
Massachusetts
$526K +$200K +1,323 +62%
HC
686
Henshaw Capital
Massachusetts
$525K
CG
687
Caprock Group
Idaho
$520K +$33.7K +223 +7%
CIM
688
Contravisory Investment Management
Massachusetts
$518K -$3.63K -24 -0.7%
PCA
689
Personal Capital Advisors
California
$515K +$6.96K +46 +1%
AWE
690
Avidian Wealth Enterprises
Texas
$515K +$49.9K +330 +11%
ACP
691
Arcus Capital Partners
Georgia
$511K +$20.6K +136 +4%
AI
692
AXS Investments
New York
$511K +$510K +3,372 New
DW
693
Domani Wealth
Pennsylvania
$506K
FRM
694
Fox Run Management
Connecticut
$506K +$505K +3,340 New
4WM
695
44 Wealth Management
Oregon
$499K -$29K -192 -6%
BONH
696
Bank of New Hampshire
New Hampshire
$495K
HB
697
Homrich & Berg
Georgia
$492K -$45.8K -303 -9%
RB
698
Rodgers Brothers
Pennsylvania
$492K
KFP
699
KB Financial Partners
New Jersey
$492K +$29.8K +197 +6%
CFB
700
Cullen/Frost Bankers
Texas
$491K -$17.2K -114 -3%