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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
CWP
826
Curated Wealth Partners
California
$285K -$28K -185 -9%
APW
827
Acima Private Wealth
Virginia
$285K
IC
828
Inscription Capital
Texas
$285K +$285K +1,885 New
SWM
829
SeaCrest Wealth Management
New York
$283K -$9.98K -66 -3%
SIC
830
Samalin Investment Counsel
New York
$283K +$151 +1 +0.1%
BCM
831
Brookstone Capital Management
Illinois
$282K -$1.97K -13 -0.7%
AAS
832
Avantax Advisory Services
Texas
$280K +$21.6K +143 +8%
SWA
833
SOA Wealth Advisors
New York
$279K +$1.36K +9 +0.5%
AIA
834
Alera Investment Advisors
Illinois
$278K +$907 +6 +0.3%
AWA
835
Aaron Wealth Advisors
Illinois
$278K +$51.9K +343 +23%
PCM
836
Penserra Capital Management
California
$277K +$27.4K +181 +11%
RMC
837
Resources Management Corp
Connecticut
$273K
LGWM
838
Litman Gregory Wealth Management
California
$273K +$234K +1,547 +611%
IAA
839
Independent Advisor Alliance
North Carolina
$271K +$25.6K +169 +10%
EI
840
Ellevest Inc
New York
$271K +$102K +674 +60%
NB
841
NBT Bank
New York
$270K +$19.5K +129 +8%
IWC
842
Integrated Wealth Concepts
Massachusetts
$265K +$265K +1,751 New
T
843
TOBAM
France
$263K
CCP
844
Clarkston Capital Partners
Michigan
$261K
BFM
845
Boston Financial Management
Massachusetts
$257K -$37.8K -250 -13%
AC
846
Asio Capital
Kentucky
$257K -$30.2K -200 -11%
CS
847
Comerica Securities
Michigan
$257K +$15K +99 +6%
FF
848
FourThought Financial
Florida
$256K -$62.9K -416 -20%
KC
849
Kinloch Capital
Virginia
$253K
TCMP
850
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K