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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
WFA
901
WestHill Financial Advisors
California
$206K +$206K +1,361 New
EFS
902
Essex Financial Services
Connecticut
$205K -$67.8K -448 -25%
DWA
903
Douglass Winthrop Advisors
New York
$205K +$204K +1,351 New
MC
904
Machina Capital
France
$205K +$205K +1,357 New
SMA
905
Sage Mountain Advisors
Georgia
$204K +$204K +1,348 New
CPA
906
Court Place Advisors
Maryland
$204K +$204K +1,350 New
RHJA
907
Rice Hall James & Associates
California
$204K +$204K +1,350 New
ABTD
908
Arvest Bank Trust Division
Oklahoma
$203K -$32.7K -216 -14%
FMII
909
Farmers & Merchants Investments Inc
Nebraska
$194K -$9.98K -66 -5%
MAM
910
Magellan Asset Management
Australia
$185K +$51.6K +341 +39%
AII
911
AGF Investments Inc
Ontario, Canada
$182K -$3.77M -24,937 -95%
PCH
912
Polar Capital Holdings
United Kingdom
$182K -$24.5M -161,788 -12%
LPIC
913
LeJeune Puetz Investment Counsel
Michigan
$177K +$177K +1,168 New
HIA
914
Harbor Investment Advisory
Maryland
$172K
PCG
915
Private Capital Group
Connecticut
$170K
EBA
916
Eagle Bay Advisors
New York
$170K +$79.9K +528 +89%
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$168K -$9.53K -63 -5%
GC
918
Garde Capital
Washington
$162K
CCM
919
Covington Capital Management
California
$162K +$454 +3 +0.3%
IA
920
IFP Advisors
Florida
$162K +$2.57K +17 +2%
ASBI
921
American State Bank (Iowa)
Iowa
$157K
FGAM
922
Financial Gravity Asset Management
Texas
$151K
DWA
923
Dougherty Wealth Advisers
Minnesota
$149K
PMFA
924
Plante Moran Financial Advisors
Michigan
$148K +$302 +2 +0.2%
BWM
925
BerganKDV Wealth Management
Minnesota
$143K