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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
GC
826
Garde Capital
Washington
$130K
CWP
827
Concord Wealth Partners
Virginia
$127K +$120K +1,038 +14,829%
ASBI
828
American State Bank (Iowa)
Iowa
$126K
EP
829
Eudaimonia Partners
Tennessee
$125K +$2.88K +25 +3%
SSB
830
Sandy Spring Bank
Maryland
$120K -$27.5K -239 -20%
DWA
831
Dougherty Wealth Advisers
Minnesota
$120K
PMFA
832
Plante Moran Financial Advisors
Michigan
$119K -$2.07K -18 -2%
CCM
833
Covington Capital Management
California
$118K
BWM
834
BerganKDV Wealth Management
Minnesota
$115K
BFC
835
Bedel Financial Consulting
Indiana
$114K
PHK
836
Point72 Hong Kong
Hong Kong
$112K -$790K -6,861 -88%
MA
837
MUFG Americas
New York
$111K -$6.22K -54 -6%
KLWA
838
Kelly Lawrence W & Associates
California
$110K +$104K +900 New
HCP
839
Hexagon Capital Partners
Arkansas
$109K -$461 -4 -0.4%
Jones Financial Companies
840
Jones Financial Companies
Missouri
$105K -$31.6K -274 -24%
FP
841
Fiduciary Planning
Florida
$105K +$346 +3 +0.3%
KFS
842
Kelly Financial Services
Massachusetts
$99.3K
WB
843
Webster Bank
Connecticut
$97K
PA
844
Perennial Advisors
New York
$97K +$23K +200 +34%
PCM
845
Pinz Capital Management
New York
$97K +$92.1K +800 New
BCM
846
Bourgeon Capital Management
Connecticut
$93K +$88.1K +765 New
CFN
847
Cordasco Financial Network
Florida
$92K
VC
848
Vestor Capital
Illinois
$91K
PCH
849
PGIM Custom Harvest
New Jersey
$89K
AIM
850
Axiom Investment Management
New York
$89K +$82.9K +720 New