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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
TI
776
tru Independence
Oregon
$232K -$39.6K -344 -15%
PA
777
Procyon Advisors
Connecticut
$231K -$14.1K -122 -6%
CFG
778
CKW Financial Group
Hawaii
$231K
PCM
779
Parsons Capital Management
Rhode Island
$231K
IC
780
Inscription Capital
Texas
$230K -$15.8K -137 -7%
BDWM
781
Brewin Dolphin Wealth Management
Ireland
$230K -$8.64K -75 -4%
APW
782
Acima Private Wealth
Virginia
$229K
SPC
783
Sigma Planning Corp
Michigan
$229K +$3.46K +30 +2%
CGA
784
Crescent Grove Advisors
Illinois
$229K +$216K +1,877 New
SIA
785
SkyView Investment Advisors
New Jersey
$226K +$200K +1,735 +1,366%
SWM
786
Spire Wealth Management
Virginia
$225K +$213K +1,853 New
GL
787
Graypoint LLC
New York
$224K +$212K +1,837 New
CWP
788
Curated Wealth Partners
California
$223K -$23.5K -204 -10%
MCM
789
Marathon Capital Management
Maryland
$221K -$10.9K -95 -5%
SWA
790
Stratos Wealth Advisors
Ohio
$219K -$81.8K -710 -28%
RMC
791
Resources Management Corp
Connecticut
$219K -$5.76K -50 -3%
LGWM
792
Litman Gregory Wealth Management
California
$219K
SWA
793
SOA Wealth Advisors
New York
$219K +$7.03K +61 +4%
SWM
794
SeaCrest Wealth Management
New York
$219K +$207K +1,797 New
SIC
795
Samalin Investment Counsel
New York
$219K +$208K +1,803 New
NCM
796
Northside Capital Management
Oregon
$218K +$206K +1,787 New
T
797
TOBAM
France
$211K
CCP
798
Clarkston Capital Partners
Michigan
$210K
LBD
799
Landsberg Bennett & Dubbaneh
Florida
$209K +$195K +1,694 New
DI
800
Diligent Investors
California
$207K +$196K +1,700 New