We are live on ! Find out more
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
MC
801
Machina Capital
France
$388K +$145K +873 +64%
MYLI
802
Meiji Yasuda Life Insurance
Japan
$387K -$11.5K -69 -3%
BDWM
803
Brewin Dolphin Wealth Management
Ireland
$387K
SWA
804
Stratos Wealth Advisors
Ohio
$386K +$1.5K +9 +0.4%
PA
805
Procyon Advisors
Connecticut
$384K +$40.5K +244 +12%
MA
806
MUFG Americas
New York
$384K +$137K +822 +59%
DWM
807
Destination Wealth Management
California
$382K
SHWM
808
Smith & Howard Wealth Management
Georgia
$381K
BL
809
Balentine LLC
Georgia
$380K +$137K +827 +61%
BDF
810
Balasa Dinverno & Foltz
$379K -$1.33K -8 -0.4%
GA
811
Geller Advisors
New York
$377K +$332 +2 +0.1%
PCM
812
Pointe Capital Management
Michigan
$376K +$14.8K +89 +4%
AF
813
Advisornet Financial
Minnesota
$375K +$1.66K +10 +0.5%
GWS
814
Glassman Wealth Services
Virginia
$373K -$96.8K -583 -21%
KFA
815
Krane Funds Advisors
New York
$373K -$84.6K -509 -19%
PWM
816
Perigon Wealth Management
California
$373K +$121K +731 +52%
GC
817
Gilbert & Cook
Iowa
$372K -$13.3K -80 -4%
PCP
818
Proficio Capital Partners
Massachusetts
$372K +$5.81K +35 +2%
BFPW
819
BOK Financial Private Wealth
Colorado
$372K +$39.7K +239 +13%
BOTW
820
Bank of the West
California
$369K +$6.31K +38 +2%
VFA
821
Valeo Financial Advisors
Indiana
$369K +$34.9K +210 +11%
FIM
822
Freedom Investment Management
Connecticut
$367K +$4.65K +28 +1%
SWP
823
Stratos Wealth Partners
Ohio
$367K +$74.8K +450 +27%
CWC
824
Carolinas Wealth Consulting
North Carolina
$367K +$84.1K +506 +32%
JAG
825
Journey Advisory Group
Kentucky
$366K +$350K +2,105 New