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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
CTC
851
Central Trust Company
Missouri
$86K -$65.1K -565 -45%
TAIM
852
TD Ameritrade Investment Management
Nebraska
$86K
MAM
853
Magellan Asset Management
Australia
$85K
TFGT
854
TS Financial Group (TSFG)
Illinois
$84K
SNT
855
Security National Trust
West Virginia
$83K -$16.1K -140 -17%
MF
856
Manchester Financial
California
$81K
VFA
857
Valeo Financial Advisors
Indiana
$81K +$14.6K +127 +23%
TF
858
Tompkins Financial
New York
$79K -$71.1K -617 -49%
EI
859
Ellevest Inc
New York
$75K -$30.3K -263 -30%
First Manhattan
860
First Manhattan
New York
$65K
SOW
861
State of Wyoming
Wyoming
$65K +$61.7K +536 New
BWL
862
Bogart Wealth LLC
Virginia
$64K -$60.3K -524 -50%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$63K +$2.19K +19 +4%
SFSIG
864
San Francisco Sentry Investment Group
California
$62K -$28.8K -250 -33%
CCA
865
Column Capital Advisors
Indiana
$62K
PCTC
866
Perkins Coie Trust Company
Washington
$62K
JCM
867
Jacobi Capital Management
Pennsylvania
$61K -$11.9K -103 -17%
KIG
868
Kessler Investment Group
Indiana
$61K -$1.96K -17 -3%
PAI
869
Pittenger & Anderson Inc
Nebraska
$61K
SC
870
Solstein Capital
California
$61K +$57.9K +503 New
ICM
871
Islay Capital Management
Texas
$55K
LC
872
Lindbrook Capital
California
$55K +$1.15K +10 +2%
JGIA
873
Jackson Grant Investment Advisers
Connecticut
$53K +$115 +1 +0.2%
NO
874
Ninety One
South Africa
$52K
FHC
875
First Horizon Corporation
Tennessee
$52K +$1.15K +10 +2%