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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
TWA
926
TCI Wealth Advisors
Arizona
$16K +$7.6K +66 +99%
BWA
927
BDO Wealth Advisors
Florida
$16K +$15.4K +134 New
CFO
928
CVA Family Office
Colorado
$15K +$13.8K +120 New
CQS
929
Credential Qtrade Securities
$14.7K
FFC
930
First Financial Corp
Indiana
$13K
MHR
931
Matthew Hamilton Rosenberg
$13K
MRCM
932
M&R Capital Management
New Jersey
$13K
CIA
933
CSat Investment Advisory
Michigan
$13K +$2.3K +20 +23%
AWA
934
Arkadios Wealth Advisors
Georgia
$13K +$3.34K +29 +36%
DWMG
935
DB Wealth Management Group
California
$12K
SCA
936
Stuart Chaussee & Associates
California
$12K
JFA
937
JNBA Financial Advisors
Minnesota
$12K +$6.22K +54 +117%
CAL
938
Capital Analysts LLC
Pennsylvania
$12K +$11.5K +100 New
FI
939
FormulaFolio Investments
Michigan
$11K -$204K -1,772 -96%
TIM
940
Tortoise Investment Management
New York
$11K
AP
941
Atwood & Palmer
Missouri
$9K
GG
942
Gleason Group
Kentucky
$9K +$115 +1 +1%
JWM
943
Janiczek Wealth Management
Colorado
$9K +$4.95K +43 +134%
ADL
944
Asset Dedication LLC
California
$8K
LF
945
Lee Financial
Texas
$8K
TJHA
946
Thomas J. Herzfeld Advisors
Florida
$8K
SGAM
947
Smith Group Asset Management
Texas
$8K +$691 +6 +10%
SIC
948
Salem Investment Counselors
North Carolina
$7K
RA
949
Resolute Advisors
California
$7K +$17.2K +149 New
ACM
950
AUA Capital Management
Pennsylvania
$6K