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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
WCWM
801
Willow Creek Wealth Management
California
$307K
S
802
Surevest
California
$305K +$2.27K +15 +0.8%
CFD
803
Creative Financial Designs
Indiana
$305K +$5.9K +39 +2%
CIC
804
Chilton Investment Company
Connecticut
$304K +$304K +2,008 New
WSTAM
805
Wilbanks Smith & Thomas Asset Management
Virginia
$303K -$15.1K -100 -5%
AA
806
Advisory Alpha
Michigan
$303K
HAIM
807
Hunter Associates Investment Management
Pennsylvania
$303K
WB
808
WesBanco Bank
West Virginia
$303K +$11.2K +74 +4%
SCI
809
S&CO Inc
Massachusetts
$302K
FA
810
Faithward Advisors
Pennsylvania
$301K +$1.06K +7 +0.4%
IBOK
811
Independence Bank of Kentucky
Kentucky
$300K -$251K -1,660 -46%
NB
812
Nicolet Bankshares
Wisconsin
$300K
PA
813
Procyon Advisors
Connecticut
$298K +$11.3K +75 +4%
APWM
814
Atlas Private Wealth Management
New York
$298K +$31.9K +211 +12%
MPPW
815
Mitchell & Pahl Private Wealth
Oklahoma
$295K
KCM
816
Kanawha Capital Management
Virginia
$294K
CFG
817
CKW Financial Group
Hawaii
$293K
PLFAM
818
Pineno Levin & Ford Asset Management
Virginia
$292K
FHB
819
First Hawaiian Bank
Hawaii
$290K -$24.4K -161 -8%
BP
820
BBR Partners
New York
$290K
VFA
821
Valeo Financial Advisors
Indiana
$289K +$289K +1,911 New
DBT
822
Dubuque Bank & Trust
Iowa
$288K -$15K -99 -5%
BFPW
823
BOK Financial Private Wealth
Colorado
$288K +$45.5K +301 +19%
PCM
824
Parsons Capital Management
Rhode Island
$287K
PP
825
Palladium Partners
Virginia
$286K +$286K +1,891 New