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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
IAA
876
Independent Advisor Alliance
North Carolina
$311K +$498 +3 +0.2%
KIG
877
Kessler Investment Group
Indiana
$309K -$217K -1,304 -42%
YMRC
878
Yorktown Management & Research Company
Virginia
$309K -$52.3K -315 -15%
NB
879
NBT Bank
New York
$309K
CSWM
880
Cassady Schiller Wealth Management
Ohio
$309K +$295K +1,776 New
RMC
881
Resources Management Corp
Connecticut
$306K -$6.64K -40 -2%
CG
882
Colony Group
Massachusetts
$305K +$292K +1,756 New
AMR
883
Asset Management Resources
Massachusetts
$305K +$292K +1,757 New
WMA
884
Wealth Management Associates
New Jersey
$305K +$16.6K +100 +6%
IBOK
885
Independence Bank of Kentucky
Kentucky
$302K -$39.9K -240 -12%
CCP
886
Clarkston Capital Partners
Michigan
$300K
FA
887
Fermata Advisors
California
$300K +$14.5K +87 +5%
WANY
888
Wealthspire Advisors (New York)
New York
$299K -$1.47M -8,828 -84%
IWC
889
Integrated Wealth Concepts
Massachusetts
$298K -$5.65K -34 -2%
BC
890
Bridgefront Capital
Texas
$297K -$105K -632 -27%
BFM
891
Boston Financial Management
Massachusetts
$296K +$997 +6 +0.4%
AC
892
Asio Capital
Kentucky
$295K
DI
893
Diligent Investors
California
$295K
AAMC
894
Asset Allocation & Management Company
Illinois
$295K +$282K +1,700 New
FHB
895
First Hawaiian Bank
Hawaii
$293K -$38.4K -231 -12%
KC
896
Kinloch Capital
Virginia
$291K
AP
897
Appleton Partners
Massachusetts
$285K +$15.1K +91 +6%
SPC
898
Sigma Planning Corp
Michigan
$284K +$166 +1 +0.1%
WB
899
WesBanco Bank
West Virginia
$282K -$63.5K -382 -19%
MSFP
900
Mark Sheptoff Financial Planning
Connecticut
$280K +$1.5K +9 +0.6%