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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
DCM
826
Driehaus Capital Management
Illinois
$362K
GL
827
Graypoint LLC
New York
$360K -$29.2K -176 -8%
MWA
828
Meridian Wealth Advisors
Texas
$355K +$498 +3 +0.1%
WCWM
829
Willow Creek Wealth Management
California
$353K
EFA
830
Evernest Financial Advisors
Indiana
$353K +$296K +1,782 New
AWA
831
Aaron Wealth Advisors
Illinois
$351K +$31.1K +187 +10%
S
832
Surevest
California
$350K
CWM
833
Congress Wealth Management
Massachusetts
$350K +$335K +2,015 New
AHB
834
Abner Herrman & Brock
New Jersey
$349K -$5.81K -35 -2%
CIC
835
Chilton Investment Company
Connecticut
$349K
HAIM
836
Hunter Associates Investment Management
Pennsylvania
$348K
D.E. Shaw & Co
837
D.E. Shaw & Co
New York
$348K +$332K +2,000 New
SCI
838
S&CO Inc
Massachusetts
$347K
WP
839
WealthSource Partners
California
$346K -$51.7K -311 -13%
FA
840
Faithward Advisors
Pennsylvania
$346K +$831 +5 +0.3%
DI
841
DFPG Investments
Utah
$346K +$364K +2,190 New
EI
842
Ellevest Inc
New York
$342K +$29.2K +176 +10%
KCM
843
Kathmere Capital Management
Pennsylvania
$341K -$74.6K -449 -19%
APWM
844
Atlas Private Wealth Management
New York
$341K -$1.83K -11 -0.6%
CA
845
Cetera Advisors
Colorado
$340K -$71.9K -433 -18%
FAM
846
Fulcrum Asset Management
United Kingdom
$340K
DBT
847
Dubuque Bank & Trust
Iowa
$340K +$9.3K +56 +3%
RP
848
Riverwater Partners
Wisconsin
$340K +$325K +1,956 New
MPPW
849
Mitchell & Pahl Private Wealth
Oklahoma
$339K
SIC
850
Samalin Investment Counsel
New York
$338K +$12.6K +76 +4%