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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
Luther King Capital Management (LKCM)
726
Luther King Capital Management (LKCM)
Texas
$292K +$34.3K +298 +14%
MYLI
727
Meiji Yasuda Life Insurance
Japan
$292K +$276K +2,400 New
AIA
728
Alera Investment Advisors
Illinois
$289K -$921 -8 -0.3%
PA
729
Pinnacle Associates
New York
$287K
KPW
730
Kore Private Wealth
New York
$287K +$35.8K +311 +15%
PIA
731
Powell Investment Advisors
Florida
$286K
PGFC
732
Peapack-Gladstone Financial Corp
New Jersey
$283K +$14.7K +128 +6%
AC
733
Asio Capital
Kentucky
$280K -$113K -984 -30%
LF
734
Lantz Financial
Illinois
$279K
ICG
735
InterOcean Capital Group
Tennessee
$277K
AC
736
Abbrea Capital
California
$274K +$49.6K +431 +24%
GC
737
Gilbert & Cook
Iowa
$271K -$18.3K -159 -7%
IEFM
738
IQ EQ Fund Management
Ireland
$271K +$27.3K +237 +12%
PCP
739
Proficio Capital Partners
Massachusetts
$270K +$255K +2,214 New
DWM
740
Destination Wealth Management
California
$268K -$28.8K -250 -10%
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$268K -$9.56K -83 -4%
MA
742
Montag & Associates
Georgia
$268K
SHWM
743
Smith & Howard Wealth Management
Georgia
$267K
IWM
744
IHT Wealth Management
Illinois
$267K +$29.5K +256 +13%
CF
745
Centaurus Financial
California
$266K
RIM
746
Reliant Investment Management
Tennessee
$266K
MOS
747
MGO One Seven
Ohio
$260K +$246K +2,138 New
AF
748
Advisornet Financial
Minnesota
$259K +$23K +200 +10%
GA
749
Geller Advisors
New York
$259K +$40.3K +350 +20%
MCM
750
MAI Capital Management
Ohio
$258K +$31.1K +270 +15%