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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
PI
751
Putnam Investments
Massachusetts
$496K -$7.31K -44 -2%
TFCP
752
Twin Focus Capital Partners
Massachusetts
$495K +$33.9K +204 +8%
CWM
753
Cahaba Wealth Management
Georgia
$492K -$3.16K -19 -0.7%
MC
754
Moors & Cabot
Massachusetts
$491K -$65.6K -395 -12%
RL
755
Ruffer LLP
United Kingdom
$487K
WPC
756
Wedmont Private Capital
Pennsylvania
$479K +$486K +2,924 New
OIA
757
OneDigital Investment Advisors
Kansas
$475K -$253K -1,526 -36%
KC
758
Kenfarb & Co
Kentucky
$475K +$454K +2,735 New
QC
759
Quadrature Capital
United Kingdom
$469K +$448K +2,697 New
TWM
760
Thrive Wealth Management
Pennsylvania
$466K +$445K +2,679 New
FB
761
Fulton Bank
Pennsylvania
$465K -$2.49K -15 -0.6%
LP
762
LMR Partners
United Kingdom
$460K +$439K +2,644 New
SWA
763
Sutton Wealth Advisors
Florida
$459K -$2.33K -14 -0.5%
BP
764
Ballentine Partners
Massachusetts
$457K -$664 -4 -0.2%
RIM
765
Reliant Investment Management
Tennessee
$456K
IC
766
Inscription Capital
Texas
$456K +$123K +740 +39%
BRM
767
Boston Research & Management
Massachusetts
$455K
ECM
768
EagleClaw Capital Management
Massachusetts
$453K
CAI
769
Capital Advisors Inc
Oklahoma
$452K -$67.1K -404 -13%
WCA
770
Westover Capital Advisors
Delaware
$450K
CWM
771
C2C Wealth Management
Arizona
$448K +$429K +2,580 New
NP
772
NorthRock Partners
Minnesota
$446K -$62.1K -374 -13%
WWM
773
Windsor Wealth Management
Indiana
$445K +$442K +2,662 New
AWM
774
Accurate Wealth Management
Florida
$439K +$13.5K +81 +3%
XSC
775
X-Square Capital
Puerto Rico
$438K +$46K +277 +12%