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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
BWM
776
Buckley Wealth Management
Nevada
$436K -$226K -1,360 -35%
DDC
777
DF Dent & Co
Maryland
$436K -$17.1K -103 -4%
LJHT
778
Laurie J. Hall Trustee
$432K -$3.32K -20 -0.8%
RCIM
779
Red Cedar Investment Management
Michigan
$431K +$412K +2,481 New
SCM
780
SOL Capital Management
Maryland
$429K -$8.31K -50 -2%
AIP
781
ARS Investment Partners
New York
$426K
WCM
782
Wallace Capital Management
Texas
$425K
AWM
783
Aberdeen Wealth Management
Illinois
$423K
WKWM
784
Walter & Keenan Wealth Management
Indiana
$417K -$24.9K -150 -6%
PP
785
PDT Partners
New York
$417K +$399K +2,400 New
LCM
786
Laurion Capital Management
New York
$416K +$397K +2,392 New
GA
787
GraniteShares Advisors
New York
$411K +$393K +2,368 New
CCIA
788
Campbell & Co Investment Adviser
Maryland
$409K +$391K +2,355 New
PIA
789
Powell Investment Advisors
Florida
$408K
CF
790
Centaurus Financial
California
$407K +$4.15K +25 +1%
ICG
791
InterOcean Capital Group
Tennessee
$403K
CFAM
792
Center For Asset Management
Florida
$403K +$134K +804 +53%
LF
793
Lantz Financial
Illinois
$398K
AG
794
AIA Group
Hong Kong
$398K +$380K +2,287 New
FHA
795
Flagship Harbor Advisors
Massachusetts
$397K -$16.6K -100 -4%
SIA
796
Schechter Investment Advisors
Michigan
$396K +$379K +2,279 New
CCG
797
Chatham Capital Group
Georgia
$395K +$378K +2,275 New
BWP
798
BSW Wealth Partners
Colorado
$392K +$25.1K +151 +7%
PCM
799
Penserra Capital Management
California
$391K +$69.8K +420 +23%
FCI
800
Financial Counselors Inc
Kansas
$389K -$327K -1,968 -47%