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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
SWP
851
Stratos Wealth Partners
Ohio
$252K +$16.9K +112 +7%
WMA
852
Wealth Management Associates
New Jersey
$250K
TSS
853
Two Sigma Securities
New York
$250K +$249K +1,648 New
FA
854
Fermata Advisors
California
$248K -$16.5K -109 -6%
SPC
855
Sigma Planning Corp
Michigan
$248K +$6.2K +41 +3%
BIM
856
Bridges Investment Management
Nebraska
$247K -$56.9K -376 -19%
CWC
857
Carolinas Wealth Consulting
North Carolina
$243K -$129K -852 -35%
CCMG
858
Clark Capital Management Group
Pennsylvania
$243K +$5.6K +37 +2%
MSFP
859
Mark Sheptoff Financial Planning
Connecticut
$242K
NEPPG
860
New England Professional Planning Group
Rhode Island
$242K
CM
861
Capital Management
Virginia
$242K +$2.57K +17 +1%
Q
862
QVR
California
$242K +$242K +1,601 New
CAM
863
Carret Asset Management
New York
$239K -$3.02K -20 -1%
YIA
864
YHB Investment Advisors
Connecticut
$239K -$302 -2 -0.1%
DI
865
Diligent Investors
California
$239K
PHAM
866
Palisades Hudson Asset Management
Florida
$239K
HI
867
Harbour Investments
Wisconsin
$238K +$35.2K +233 +17%
GA
868
Gateway Advisory
New Jersey
$238K +$238K +1,572 New
LSA
869
Lion Street Advisors
Texas
$238K +$238K +1,572 New
MCM
870
Manchester Capital Management
Vermont
$236K -$1.66K -11 -0.7%
AP
871
Appleton Partners
Massachusetts
$235K -$38.4K -254 -14%
B
872
Bailard
California
$235K
NFC
873
Northeast Financial Consultants
Connecticut
$235K
DA
874
Dillon & Associates
Michigan
$234K +$3.02K +20 +1%
M
875
Mirova
France
$234K +$20.7K +137 +10%