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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
IRC
901
Investors Research Corp
Georgia
$28K
SL
902
Savior LLC
Massachusetts
$28K
NFSG
903
Newbridge Financial Services Group
Florida
$28K +$13.6K +118 +107%
PSB
904
Piscataqua Savings Bank
New Hampshire
$28K +$26.4K +229 New
EARNEST Partners
905
EARNEST Partners
Georgia
$27K
CAC
906
Certified Advisory Corp
Florida
$27K +$25.3K +220 New
FQ
907
First Quadrant
California
$27K +$25.6K +222 New
FHA
908
First Horizon Advisors
Tennessee
$26K -$4.03K -35 -14%
TFIPS
909
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.4K
NC
910
Nicholas Company
Wisconsin
$24K -$104K -900 -82%
POIA
911
Pin Oak Investment Advisors
Texas
$24K -$10.7K -93 -32%
CTB
912
Country Trust Bank
Illinois
$24K
APC
913
Aspire Private Capital
North Carolina
$24K +$22K +191 +3,183%
Nisa Investment Advisors
914
Nisa Investment Advisors
Missouri
$23.1K -$3.54M -30,710 -14%
NFG
915
Next Financial Group
Texas
$23K +$115 +1 +0.5%
PWMG
916
Prestige Wealth Management Group
New Jersey
$22K
SSC
917
Syverson Strege & Co
Iowa
$22K
AIG
918
American International Group
New York
$21.7K -$545K -4,729 -3%
BBHC
919
Brown Brothers Harriman & Co
New York
$21.6K -$789K -6,848 -4%
GWSG
920
GPS Wealth Strategies Group
Colorado
$21K +$20.2K +175 New
AF
921
Allworth Financial
California
$20K
HDIM
922
Hanson & Doremus Investment Management
Vermont
$20K
TFM
923
TFC Financial Management
Massachusetts
$20K
SIM
924
Sonora Investment Management
Arizona
$18K -$1.27K -11 -7%
OC
925
Oakworth Capital
Alabama
$17K