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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
WKWM
751
Walter & Keenan Wealth Management
Indiana
$386K
VF
752
Virtu Financial
New York
$383K +$383K +2,529 New
SCM
753
SOL Capital Management
Maryland
$382K
LJHT
754
Laurie J. Hall Trustee
$380K -$21.2K -140 -5%
AIP
755
ARS Investment Partners
New York
$371K
WCM
756
Wallace Capital Management
Texas
$370K
AWM
757
Aberdeen Wealth Management
Illinois
$369K
KCM
758
Kathmere Capital Management
Pennsylvania
$365K +$67.9K +449 +23%
GCP
759
GSA Capital Partners
United Kingdom
$363K +$363K +2,397 New
CA
760
Cetera Advisors
Colorado
$362K +$88.5K +585 +32%
PIA
761
Powell Investment Advisors
Florida
$356K
MA
762
Montag & Associates
Georgia
$356K +$22.7K +150 +7%
CCM
763
Coldstream Capital Management
Washington
$355K -$50.4K -333 -10%
BC
764
Bridgefront Capital
Texas
$355K +$354K +2,343 New
CF
765
Centaurus Financial
California
$351K
PA
766
Pinnacle Associates
New York
$351K
ICG
767
InterOcean Capital Group
Tennessee
$351K +$6.96K +46 +2%
WP
768
WealthSource Partners
California
$349K +$87.4K +578 +33%
MYLI
769
Meiji Yasuda Life Insurance
Japan
$348K
LF
770
Lantz Financial
Illinois
$347K
BCA
771
Berman Capital Advisors
Georgia
$345K +$82.3K +544 +31%
AC
772
Abbrea Capital
California
$340K
FAM
773
Fulcrum Asset Management
United Kingdom
$340K
GL
774
Graypoint LLC
New York
$340K +$8.17K +54 +2%
XSC
775
X-Square Capital
Puerto Rico
$340K +$69.4K +459 +26%