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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
RIM
876
Rockbridge Investment Management
New York
$233K
BOPW
877
Brandywine Oak Private Wealth
Pennsylvania
$230K -$21.8K -144 -9%
HFG
878
Heron Financial Group
New York
$230K
GVAG
879
Great Valley Advisor Group
Delaware
$230K +$230K +1,518 New
CT
880
Columbia Trust
Oregon
$229K -$907 -6 -0.4%
HWMA
881
Heritage Wealth Management (Arizona)
Arizona
$229K +$22.7K +150 +11%
CFAM
882
Center For Asset Management
Florida
$229K +$229K +1,515 New
SWP
883
Strategic Wealth Partners
Ohio
$227K +$227K +1,499 New
DWM
884
Dakota Wealth Management
Florida
$226K +$226K +1,491 New
HPWM
885
Highland Private Wealth Management
Washington
$225K +$225K +1,489 New
PP
886
Patron Partners
Texas
$224K -$3.02K -20 -1%
VFA
887
Voya Financial Advisors
Connecticut
$221K -$45.5K -301 -17%
WA
888
Waverly Advisors
Alabama
$220K +$202K +1,335 New
TTWM
889
TCV Trust & Wealth Management
Virginia
$217K +$217K +1,432 New
PWM
890
Perigon Wealth Management
California
$215K +$214K +1,417 New
CBFP
891
Cedar Brook Financial Partners
Ohio
$214K -$22.4K -148 -9%
MC
892
Middleton & Co
Massachusetts
$214K +$213K +1,410 New
JIC
893
Joel Isaacson & Co
New York
$212K +$212K +1,401 New
MA
894
MUFG Americas
New York
$210K +$79K +522 +60%
CCA
895
Childress Capital Advisors
Texas
$210K +$210K +1,388 New
OL
896
Optas LLC
Texas
$210K +$210K +1,389 New
NED
897
Nancy E. Dempze
$210K +$210K +1,390 New
SWM
898
Spire Wealth Management
Virginia
$209K +$5.45K +36 +3%
KFC
899
Klingenstein Fields & Co
New York
$207K +$207K +1,370 New
BL
900
Balentine LLC
Georgia
$206K +$206K +1,360 New