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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
GEA
876
Glen Eagle Advisors
New Jersey
$51.8K
AWM
877
Avior Wealth Management
Nebraska
$49K -$3.92K -34 -8%
EIP
878
Ellis Investment Partners
Pennsylvania
$49K
GAM
879
Gemmer Asset Management
California
$49K
RTC
880
Riverview Trust Company
Washington
$49K
VCM
881
Versant Capital Management
Arizona
$48K +$921 +8 +2%
SCM
882
Silvant Capital Management
Georgia
$44K
EFSCE
883
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$2.99K +26 +8%
EW
884
Evoke Wealth
California
$44K +$27.6K +240 +194%
FBT
885
First Bank & Trust
South Dakota
$42K -$9.56K -83 -20%
TFO
886
Tarbox Family Office
California
$42K -$1.5K -13 -4%
CG
887
Cutler Group
California
$42K +$40.3K +350 New
GI
888
Gradient Investments
Minnesota
$41K -$2.65K -23 -6%
MFA
889
McClarren Financial Advisors
Pennsylvania
$40K
PCIA
890
Prime Capital Investment Advisors
Kansas
$40K +$38.1K +331 New
DAC
891
Dividend Assets Capital
South Carolina
$37K
HWM
892
HighMark Wealth Management
Minnesota
$37K +$115 +1 +0.3%
SLF
893
Sun Life Financial
Ontario, Canada
$37K +$115 +1 +0.3%
TF
894
TimeScale Financial
Massachusetts
$37K +$230 +2 +0.7%
MLFP
895
MPS Loria Financial Planners
Illinois
$35K -$12.3K -107 -27%
GLLW
896
Graves Light Lenhart Wealth
Virginia
$35K
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$10.5K -91 -25%
EWA
898
Evolution Wealth Advisors
Florida
$32K
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$1.38K +12 +5%
IAIM
900
International Assets Investment Management
Florida
$29K