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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
RMCM
726
Reynders McVeigh Capital Management
Massachusetts
$443K -$83.2K -550 -16%
BG
727
Bollard Group
Massachusetts
$443K +$1.51K +10 +0.3%
PI
728
Putnam Investments
Massachusetts
$439K +$1.81K +12 +0.4%
Dodge & Cox
729
Dodge & Cox
California
$433K
SC
730
Savant Capital
Illinois
$433K +$20.1K +133 +5%
CWM
731
Cahaba Wealth Management
Georgia
$431K +$431K +2,847 New
AWM
732
Accurate Wealth Management
Florida
$415K +$68.8K +455 +21%
EN1L
733
Engine No 1 LLC
California
$415K +$169K +1,120 +69%
GWS
734
Glassman Wealth Services
Virginia
$413K +$4.24K +28 +1%
NICM
735
Neo Ivy Capital Management
New York
$410K +$577K +3,817 New
TC
736
Toews Corporation
New Jersey
$409K +$408K +2,700 New
FB
737
Fulton Bank
Pennsylvania
$408K
Cetera Investment Advisers
738
Cetera Investment Advisers
Illinois
$406K +$11.8K +78 +3%
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$404K -$32.1K -212 -7%
SWA
740
Sutton Wealth Advisors
Florida
$402K +$151 +1 +0%
KFA
741
Krane Funds Advisors
New York
$402K +$401K +2,653 New
TFCP
742
Twin Focus Capital Partners
Massachusetts
$400K +$400K +2,643 New
BP
743
Ballentine Partners
Massachusetts
$399K +$756 +5 +0.2%
RIM
744
Reliant Investment Management
Tennessee
$397K
BRM
745
Boston Research & Management
Massachusetts
$396K
DDC
746
DF Dent & Co
Maryland
$395K -$3.78K -25 -0.9%
ECM
747
EagleClaw Capital Management
Massachusetts
$395K +$394K +2,607 New
SEC
748
Seven Eight Capital
New York
$393K +$392K +2,594 New
WCA
749
Westover Capital Advisors
Delaware
$392K -$1.21K -8 -0.3%
MCM
750
MAI Capital Management
Ohio
$387K +$28.9K +191 +8%