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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
JF
701
Jump Financial
Illinois
$626K -$1.08M -6,514 -64%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$625K +$18.6K +112 +3%
AFP
703
Ausdal Financial Partners
Iowa
$619K -$8.31K -50 -1%
AWE
704
Avidian Wealth Enterprises
Texas
$617K +$24.9K +150 +4%
ESCM
705
Echo Street Capital Management
New York
$616K -$281K -1,691 -32%
DWT
706
Dorsey & Whitney Trust
South Dakota
$611K +$55.8K +336 +11%
NCM
707
Noesis Capital Mangement
Florida
$608K
T
708
TrueFG
Texas
$608K
CAG
709
Csenge Advisory Group
Florida
$607K -$8.31K -50 -1%
HC
710
Henshaw Capital
Massachusetts
$602K
EN1L
711
Engine No 1 LLC
California
$601K +$119K +717 +26%
BONH
712
Bank of New Hampshire
New Hampshire
$600K -$10.8K -65 -2%
QT
713
Quantamental Technologies
New York
$596K +$76.1K +458 +15%
CFB
714
Cullen/Frost Bankers
Texas
$595K +$30.4K +183 +6%
RMCM
715
Reynders McVeigh Capital Management
Massachusetts
$591K +$78.6K +473 +16%
HWM
716
HB Wealth Management
Georgia
$591K +$565K +3,402 New
DW
717
Domani Wealth
Pennsylvania
$581K
SC
718
Savant Capital
Illinois
$575K +$74.8K +450 +16%
DCP
719
DSM Capital Partners
Florida
$570K -$420K -2,530 -44%
CIM
720
Contravisory Investment Management
Massachusetts
$569K -$24.4K -147 -4%
AC
721
Abbrea Capital
California
$566K +$168K +1,009 +45%
RB
722
Rodgers Brothers
Pennsylvania
$565K
KBFS
723
Kohmann Bosshard Financial Services
Ohio
$564K
OCG
724
Opus Capital Group
Ohio
$563K
NB
725
Nicolet Bankshares
Wisconsin
$560K +$206K +1,243 +63%