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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
BP
701
Ballentine Partners
Massachusetts
$331K -$16.1K -140 -5%
NP
702
NorthRock Partners
Minnesota
$329K -$14.2K -123 -4%
RWM
703
RKL Wealth Management
Pennsylvania
$329K
WKWM
704
Walter & Keenan Wealth Management
Indiana
$329K
MHS
705
M Holdings Securities
Oregon
$327K +$309K +2,687 New
FHB
706
First Hawaiian Bank
Hawaii
$326K -$43.2K -375 -12%
PAS
707
Park Avenue Securities
New York
$325K +$19.1K +166 +7%
BWAM
708
Boyd Watterson Asset Management
Ohio
$325K +$66K +573 +27%
SWA
709
Sutton Wealth Advisors
Florida
$324K -$1.73K -15 -0.6%
FHA
710
Flagship Harbor Advisors
Massachusetts
$322K
LJHT
711
Laurie J. Hall Trustee
$322K
BRM
712
Boston Research & Management
Massachusetts
$319K
WCA
713
Westover Capital Advisors
Delaware
$318K -$54.1K -470 -15%
SC
714
Savant Capital
Illinois
$316K +$12K +104 +4%
AA
715
Advisory Alpha
Michigan
$314K -$17.3K -150 -6%
FAM
716
Fulcrum Asset Management
United Kingdom
$314K
CWC
717
Carolinas Wealth Consulting
North Carolina
$314K +$346 +3 +0.1%
TI
718
Tidal Investments
Wisconsin
$313K +$68.9K +598 +30%
AIP
719
ARS Investment Partners
New York
$311K
WCM
720
Wallace Capital Management
Texas
$310K
SCM
721
SOL Capital Management
Maryland
$307K
FAIM
722
Financial Advocates Investment Management
Washington
$306K -$806 -7 -0.3%
PCA
723
Personal Capital Advisors
California
$301K -$49.4K -429 -15%
AWM
724
Aberdeen Wealth Management
Illinois
$297K
DDC
725
DF Dent & Co
Maryland
$293K +$14.5K +126 +6%