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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
HCP
926
Hexagon Capital Partners
Arkansas
$141K -$605 -4 -0.4%
BFC
927
Bedel Financial Consulting
Indiana
$141K
GWM
928
Geneos Wealth Management
Colorado
$140K
ARMC
929
American Research & Management Company
Massachusetts
$139K
CFA
930
Carroll Financial Associates
North Carolina
$137K +$1.21K +8 +0.9%
KLWA
931
Kelly Lawrence W & Associates
California
$136K
CTC
932
Central Trust Company
Missouri
$128K
KFS
933
Kelly Financial Services
Massachusetts
$123K -$17.2M -113,839 -99%
WB
934
Webster Bank
Connecticut
$123K +$2.12K +14 +2%
PWMG
935
Prestige Wealth Management Group
New Jersey
$121K +$22.7K +150 +23%
CPC
936
Consolidated Planning Corp
Georgia
$118K +$118K +777 New
NO
937
Ninety One
South Africa
$117K +$44.2K +292 +62%
BCM
938
Bourgeon Capital Management
Connecticut
$116K
VC
939
Vestor Capital
Illinois
$113K
Jones Financial Companies
940
Jones Financial Companies
Missouri
$108K
TFGT
941
TS Financial Group (TSFG)
Illinois
$104K
PFBT
942
Parkside Financial Bank & Trust
Missouri
$104K +$22.7K +150 +28%
TF
943
Tompkins Financial
New York
$98K +$98.2K +649 New
BWL
944
Bogart Wealth LLC
Virginia
$95K +$15.3K +101 +19%
ARIS
945
Advanced Research Investment Solutions
California
$91.2K +$91K +602 New
TAIM
946
TD Ameritrade Investment Management
Nebraska
$84K -$40.5K -268 -27%
First Manhattan
947
First Manhattan
New York
$80K
JCM
948
Jacobi Capital Management
Pennsylvania
$79K +$3.18K +21 +4%
AS
949
Altshuler Shaham
Israel
$78K -$10.1K -67 -12%
PCTC
950
Perkins Coie Trust Company
Washington
$78K