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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
HF
676
HRT Financial
New York
$713K -$642K -3,867 -49%
MTIC
677
Missouri Trust & Investment Company
Missouri
$708K +$677K +4,075 New
FMLI
678
Fukoku Mutual Life Insurance
Japan
$700K +$23.3K +140 +4%
RR
679
Robotti Robert
$695K
PAS
680
Park Avenue Securities
New York
$695K +$163K +980 +32%
MMHP
681
Murphy Middleton Hinkle & Parker
Georgia
$694K
MWM
682
Modera Wealth Management
New Jersey
$691K +$660K +3,974 New
AG
683
AlphaSimPlex Group
Massachusetts
$688K -$678K -4,079 -51%
SFS
684
Stiles Financial Services
Minnesota
$681K +$657K +3,956 New
ML
685
McAdam LLC
Pennsylvania
$680K
WCA
686
Waypoint Capital Advisors
Minnesota
$677K +$647K +3,896 New
MGIA
687
Matthew Goff Investment Advisor
Texas
$676K
PCA
688
Personal Capital Advisors
California
$672K +$78.4K +472 +14%
HCM
689
Hutchinson Capital Management
California
$656K +$664 +4 +0.1%
AC
690
ASB Consultores
Florida
$654K +$625K +3,764 New
4WM
691
44 Wealth Management
Oregon
$650K +$74.4K +448 +14%
APA
692
American Portfolios Advisors
New York
$647K -$25.7K -155 -4%
BA
693
Bridgewater Advisors
New York
$644K +$77.2K +465 +14%
GCMG
694
Gyroscope Capital Management Group
Florida
$643K -$152K -913 -20%
AWA
695
Archvest Wealth Advisors
California
$643K +$615K +3,701 New
DADC
696
D.A. Davidson & Co
Montana
$637K +$3.65K +22 +0.6%
CT
697
Caldwell Trust
Florida
$632K -$21.6K -130 -3%
GG
698
Gofen & Glossberg
Illinois
$631K
MCM
699
MAI Capital Management
Ohio
$631K +$178K +1,074 +42%
BSW
700
Buckingham Strategic Wealth
Missouri
$629K +$21.4K +129 +4%