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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
FF
801
FourThought Financial
Florida
$206K -$37.8K -328 -16%
EH
802
Employers Holdings
Nevada
$206K +$195K +1,695 New
KC
803
Kinloch Capital
Virginia
$204K
TCMP
804
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K +$192K +1,663 New
YIA
805
YHB Investment Advisors
Connecticut
$202K +$182K +1,582 New
NB
806
NBT Bank
New York
$201K +$190K +1,649 New
SGI
807
Summit Global Investments
Utah
$201K +$190K +1,650 New
NEPPG
808
New England Professional Planning Group
Rhode Island
$200K +$167K +1,449 New
CA
809
Cetera Advisors
Colorado
$200K +$189K +1,638 New
M
810
Mirova
France
$199K +$30.5K +265 +19%
KFP
811
KB Financial Partners
New Jersey
$190K +$180K +1,561 New
RIM
812
Rockbridge Investment Management
New York
$187K
MCM
813
Manchester Capital Management
Vermont
$183K +$1.61K +14 +0.9%
APWM
814
Atlas Private Wealth Management
New York
$179K +$88.3K +767 +109%
GWM
815
Geneos Wealth Management
Colorado
$177K +$5.07K +44 +3%
CFA
816
Carroll Financial Associates
North Carolina
$175K -$56.3K -489 -25%
HWMA
817
Heritage Wealth Management (Arizona)
Arizona
$172K +$163K +1,414 New
BCA
818
Berman Capital Advisors
Georgia
$167K +$37.3K +324 +31%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$156K
PCM
820
Penserra Capital Management
California
$155K +$23.7K +206 +19%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$143K -$1.84K -16 -1%
PCG
822
Private Capital Group
Connecticut
$139K -$162K -1,404 -55%
HI
823
Harbour Investments
Wisconsin
$137K +$130K +1,125 New
SBSB
824
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K -$12.6K -109 -9%
HIA
825
Harbor Investment Advisory
Maryland
$131K