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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
KBFS
701
Kohmann Bosshard Financial Services
Ohio
$491K
BA
702
Bridgewater Advisors
New York
$491K +$2.27K +15 +0.5%
OCG
703
Opus Capital Group
Ohio
$490K -$166K -1,100 -25%
BIP
704
Blueprint Investment Partners
North Carolina
$489K +$147K +973 +43%
MC
705
Moors & Cabot
Massachusetts
$485K -$31.6K -209 -6%
TBA
706
Tower Bridge Advisors
Pennsylvania
$485K -$30.2K -200 -6%
RW
707
REDW Wealth
New Mexico
$483K
DWT
708
Dorsey & Whitney Trust
South Dakota
$482K
LIM
709
Leavell Investment Management
Alabama
$477K +$476K +3,150 New
PCS
710
Personal CFO Solutions
New Jersey
$474K -$1.21K -8 -0.3%
SWM
711
Stockman Wealth Management
Montana
$471K +$4.24K +28 +0.9%
DWM
712
Defined Wealth Management
Oregon
$469K
KIG
713
Kessler Investment Group
Indiana
$467K -$9.98K -66 -2%
WFPG
714
Waller Financial Planning Group
Ohio
$463K +$1.66K +11 +0.4%
DY
715
Dowling & Yahnke
California
$462K +$160K +1,056 +53%
KPW
716
Kore Private Wealth
New York
$461K +$49.9K +330 +12%
IDBONY
717
Israel Discount Bank of New York
New York
$458K +$458K +3,028 New
PAS
718
Park Avenue Securities
New York
$457K +$37.8K +250 +9%
CAI
719
Capital Advisors Inc
Oklahoma
$455K
NSAM
720
North Star Asset Management
Wisconsin
$453K +$36.5K +241 +9%
NIM
721
NuWave Investment Management
New Jersey
$451K +$450K +2,977 New
QT
722
Quantamental Technologies
New York
$450K +$450K +2,973 New
BRWA
723
B. Riley Wealth Advisors
Florida
$447K -$109K -718 -20%
RL
724
Ruffer LLP
United Kingdom
$445K -$75.6K -500 -15%
NP
725
NorthRock Partners
Minnesota
$445K +$57.6K +381 +15%