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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
CBFP
851
Cedar Brook Financial Partners
Ohio
$336K +$86.5K +521 +37%
PLFAM
852
Pineno Levin & Ford Asset Management
Virginia
$335K
UB
853
UMB Bank
Missouri
$334K +$319K +1,920 New
SI
854
Stephens Inc
Arkansas
$332K -$37.2K -224 -11%
WSTAM
855
Wilbanks Smith & Thomas Asset Management
Virginia
$330K -$16.6K -100 -5%
BP
856
BBR Partners
New York
$330K -$2.82K -17 -0.9%
CFG
857
CKW Financial Group
Hawaii
$330K
PCM
858
Parsons Capital Management
Rhode Island
$330K
CWP
859
Curated Wealth Partners
California
$329K +$2.16K +13 +0.7%
CS
860
Comerica Securities
Michigan
$328K +$31.2K +188 +11%
APW
861
Acima Private Wealth
Virginia
$327K
AII
862
AGF Investments Inc
Ontario, Canada
$325K +$111K +670 +56%
LOAMS
863
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$311K +1,871 New
PP
864
Palladium Partners
Virginia
$324K -$4.15K -25 -1%
KCM
865
Kanawha Capital Management
Virginia
$323K -$14.1K -85 -4%
SWM
866
SeaCrest Wealth Management
New York
$323K -$831 -5 -0.3%
DP
867
Dearborn Partners
Illinois
$323K +$309K +1,860 New
SWA
868
SOA Wealth Advisors
New York
$321K +$831 +5 +0.3%
AIA
869
Alera Investment Advisors
Illinois
$319K
EP
870
Edgestream Partners
New Jersey
$319K +$305K +1,837 New
SWM
871
Spire Wealth Management
Virginia
$317K +$73.9K +445 +32%
CCMG
872
Clark Capital Management Group
Pennsylvania
$316K +$35K +211 +13%
BCM
873
Brookstone Capital Management
Illinois
$314K +$21.3K +128 +7%
LGWM
874
Litman Gregory Wealth Management
California
$313K
RIM
875
Rockbridge Investment Management
New York
$312K +$42.4K +255 +17%