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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
IEFM
776
IQ EQ Fund Management
Ireland
$337K
BDWM
777
Brewin Dolphin Wealth Management
Ireland
$337K +$51.4K +340 +18%
GC
778
Gilbert & Cook
Iowa
$336K
SWA
779
Stratos Wealth Advisors
Ohio
$335K -$170K -1,124 -34%
FHA
780
Flagship Harbor Advisors
Massachusetts
$335K
RWM
781
RKL Wealth Management
Pennsylvania
$334K
DWM
782
Destination Wealth Management
California
$333K
SHWM
783
Smith & Howard Wealth Management
Georgia
$332K
BDF
784
Balasa Dinverno & Foltz
$332K +$21.6K +143 +7%
CCG
785
Cypress Capital Group
Florida
$330K -$15.1K -100 -4%
GA
786
Geller Advisors
New York
$328K +$5.6K +37 +2%
AF
787
Advisornet Financial
Minnesota
$325K +$3.02K +20 +0.9%
SI
788
Stephens Inc
Arkansas
$323K -$530K -3,501 -62%
FWM
789
FFT Wealth Management
Pennsylvania
$321K +$4.99K +33 +2%
PCP
790
Proficio Capital Partners
Massachusetts
$319K -$16.8K -111 -5%
TCM
791
Teza Capital Management
Illinois
$318K +$317K +2,097 New
BWP
792
BSW Wealth Partners
Colorado
$318K +$318K +2,102 New
FIM
793
Freedom Investment Management
Connecticut
$316K -$4.69K -31 -1%
YMRC
794
Yorktown Management & Research Company
Virginia
$316K
BOTW
795
Bank of the West
California
$316K +$7.87K +52 +3%
DCM
796
Driehaus Capital Management
Illinois
$315K +$315K +2,080 New
PCM
797
Pointe Capital Management
Michigan
$314K +$78.2K +517 +33%
MWA
798
Meridian Wealth Advisors
Texas
$309K +$605 +4 +0.2%
AHB
799
Abner Herrman & Brock
New Jersey
$309K +$1.36K +9 +0.4%
LBD
800
Landsberg Bennett & Dubbaneh
Florida
$309K +$7.71K +51 +3%