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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
RWM
926
Ritholtz Wealth Management
New York
$247K +$236K +1,422 New
MC
927
Middleton & Co
Massachusetts
$245K
OL
928
Optas LLC
Texas
$245K +$3.16K +19 +1%
MMA
929
Miracle Mile Advisors
California
$245K +$234K +1,410 New
VFA
930
Voya Financial Advisors
Connecticut
$244K -$3.65K -22 -2%
JIC
931
Joel Isaacson & Co
New York
$244K
CWP
932
Capital Wealth Planning
Florida
$243K +$233K +1,400 New
NEPPG
933
New England Professional Planning Group
Rhode Island
$239K
KFC
934
Klingenstein Fields & Co
New York
$238K
WFA
935
WestHill Financial Advisors
California
$237K
NED
936
Nancy E. Dempze
$236K -$5.81K -35 -3%
EFS
937
Essex Financial Services
Connecticut
$236K -$166 -1 -0.1%
JSW
938
Journey Strategic Wealth
New Jersey
$236K +$225K +1,355 New
CPA
939
Court Place Advisors
Maryland
$235K
DWA
940
Douglass Winthrop Advisors
New York
$235K
RHJA
941
Rice Hall James & Associates
California
$235K
AT
942
Arvest Trust
Oklahoma
$235K +$224K +1,350 New
FCBT
943
First Citizens Bank & Trust
North Carolina
$234K +$223K +1,344 New
Fisher Asset Management
944
Fisher Asset Management
Washington
$233K +$222K +1,337 New
JWCA
945
J.W. Cole Advisors
Florida
$230K +$219K +1,321 New
CT
946
Columbia Trust
Oregon
$229K
RWM
947
RKL Wealth Management
Pennsylvania
$226K -$150K -900 -41%
AWA
948
Arete Wealth Advisors
Illinois
$226K +$217K +1,304 New
MFW
949
Meristem Family Wealth
Minnesota
$224K +$214K +1,286 New
HIA
950
Harbor Investment Advisory
Maryland
$223K +$24.6K +148 +13%