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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
FIM
751
Freedom Investment Management
Connecticut
$257K +$14.4K +125 +6%
MSFP
752
Mark Sheptoff Financial Planning
Connecticut
$256K
CCG
753
Cypress Capital Group
Florida
$255K
YMRC
754
Yorktown Management & Research Company
Virginia
$255K
BOTW
755
Bank of the West
California
$255K +$2.19K +19 +0.9%
BDF
756
Balasa Dinverno & Foltz
$249K -$34.5K -300 -13%
AHB
757
Abner Herrman & Brock
New Jersey
$248K -$40.3K -350 -15%
BCA
758
Bay Colony Advisors
Massachusetts
$248K +$235K +2,039 New
WCWM
759
Willow Creek Wealth Management
California
$247K
WB
760
WesBanco Bank
West Virginia
$245K +$232K +2,014 New
HAIM
761
Hunter Associates Investment Management
Pennsylvania
$244K
SCI
762
S&CO Inc
Massachusetts
$243K
S
763
Surevest
California
$243K
IA
764
IFP Advisors
Florida
$242K -$3.34K -29 -1%
NB
765
Nicolet Bankshares
Wisconsin
$241K
BSW
766
Buckingham Strategic Wealth
Missouri
$240K +$11.4K +99 +5%
FA
767
Faithward Advisors
Pennsylvania
$240K +$227K +1,972 New
KCM
768
Kathmere Capital Management
Pennsylvania
$239K
MPPW
769
Mitchell & Pahl Private Wealth
Oklahoma
$238K -$1.15K -10 -0.5%
BFM
770
Boston Financial Management
Massachusetts
$237K -$28.8K -250 -11%
KCM
771
Kanawha Capital Management
Virginia
$237K +$6.68K +58 +3%
ACA
772
Atlas Capital Advisors
Wyoming
$236K -$3.69K -32 -2%
AC
773
Athanor Capital
New York
$236K -$766K -6,647 -77%
PP
774
Patron Partners
Texas
$235K -$30.1K -261 -12%
PLFAM
775
Pineno Levin & Ford Asset Management
Virginia
$235K