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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
PHAM
901
Palisades Hudson Asset Management
Florida
$279K +$4.65K +28 +2%
CM
902
Capital Management
Virginia
$278K
CAM
903
Carret Asset Management
New York
$275K
SWP
904
Strategic Wealth Partners
Ohio
$275K +$14.1K +85 +6%
HPWM
905
Highland Private Wealth Management
Washington
$274K +$14.8K +89 +6%
LSA
906
Lion Street Advisors
Texas
$273K -$498 -3 -0.2%
MCM
907
Manchester Capital Management
Vermont
$271K
B
908
Bailard
California
$270K
JC
909
JB Capital
Connecticut
$270K +$258K +1,552 New
FF
910
FourThought Financial
Florida
$269K -$23.8K -143 -8%
DA
911
Dillon & Associates
Michigan
$269K
YIA
912
YHB Investment Advisors
Connecticut
$264K -$9.97K -60 -4%
PP
913
PFS Partners
New Jersey
$263K +$251K +1,514 New
DWM
914
Dakota Wealth Management
Florida
$263K +$2.82K +17 +1%
NFC
915
Northeast Financial Consultants
Connecticut
$262K -$7.47K -45 -3%
T
916
TOBAM
France
$261K -$38.7K -233 -13%
MAM
917
Magellan Asset Management
Australia
$259K +$44K +265 +22%
TAIM
918
TD Ameritrade Investment Management
Nebraska
$258K +$124K +749 +102%
MPI
919
Mairs & Power Inc
Minnesota
$258K +$247K +1,484 New
PP
920
Patron Partners
Texas
$257K -$332 -2 -0.1%
SMA
921
Sage Mountain Advisors
Georgia
$256K +$20.6K +124 +9%
CCG
922
Cypress Capital Group
Florida
$253K -$121K -726 -33%
TTWM
923
TCV Trust & Wealth Management
Virginia
$252K +$3.16K +19 +1%
AAS
924
Avantax Advisory Services
Texas
$250K -$67.6K -407 -22%
CCA
925
Childress Capital Advisors
Texas
$247K +$5.81K +35 +3%