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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
BFA
726
Bill Few Associates
Pennsylvania
$558K +$533K +3,210 New
TBA
727
Tower Bridge Advisors
Pennsylvania
$556K
RW
728
REDW Wealth
New Mexico
$554K
PCS
729
Personal CFO Solutions
New Jersey
$552K +$7.64K +46 +1%
LIM
730
Leavell Investment Management
Alabama
$548K
MA
731
Montag & Associates
Georgia
$545K +$130K +784 +33%
PP
732
Prospector Partners
Connecticut
$539K -$133K -800 -21%
DWM
733
Defined Wealth Management
Oregon
$538K
PWMAG
734
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$511K +3,079 New
WFPG
735
Waller Financial Planning Group
Ohio
$534K +$1.66K +10 +0.3%
FFM
736
Forum Financial Management
Illinois
$529K +$506K +3,046 New
KFP
737
KB Financial Partners
New Jersey
$521K -$41.2K -248 -8%
NSAM
738
North Star Asset Management
Wisconsin
$520K
SWM
739
Stockman Wealth Management
Montana
$519K -$21.3K -128 -4%
SB
740
Strategic Blueprint
Georgia
$517K +$494K +2,972 New
TCBWMS
741
Texas Capital Bank Wealth Management Services
Texas
$513K +$46.5K +280 +10%
BG
742
Bollard Group
Massachusetts
$511K +$1.66K +10 +0.3%
EWA
743
EverSource Wealth Advisors
Alabama
$511K +$488K +2,935 New
IDBONY
744
Israel Discount Bank of New York
New York
$508K -$17.4K -105 -3%
CT
745
Cambridge Trust
Massachusetts
$508K +$485K +2,922 New
Cetera Investment Advisers
746
Cetera Investment Advisers
Illinois
$506K +$38.4K +231 +9%
TDC
747
Thompson Davis & Co
Virginia
$504K +$482K +2,900 New
BRWA
748
B. Riley Wealth Advisors
Florida
$499K -$14.8K -89 -3%
SG
749
Strid Group
Pennsylvania
$498K -$286K -1,720 -38%
Dodge & Cox
750
Dodge & Cox
California
$497K