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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
HR
951
Howe & Rusling
New York
$6K
LWM
952
Liberty Wealth Management
California
$6K
MWM
953
Mascoma Wealth Management
New Hampshire
$6K +$5.76K +50 New
BMD
954
Better Money Decisions
New Mexico
$6K +$6.1K +53 New
TCM
955
Tradewinds Capital Management
Washington
$6K +$6.1K +53 New
WCM
956
Wealthcare Capital Management
Virginia
$6K +$6.1K +53 New
CHA
957
Carmichael Hill & Associates
Maryland
$5K
FMP
958
Financial Management Professionals
Texas
$5K
FWM
959
Focused Wealth Management
New York
$5K +$4.26K +37 New
MWP
960
Meridian Wealth Partners
Pennsylvania
$5K +$5.64K +49 New
LWANC
961
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
LIM
962
Longfellow Investment Management
Massachusetts
$3K
SFO
963
Standard Family Office
South Dakota
$3K
UFF
964
USA Financial Formulas
Michigan
$3K +$346 +3 +14%
CWM
965
Cranbrook Wealth Management
Michigan
$3K +$2.99K +26 New
VBCG
966
Valley Brook Capital Group
Pennsylvania
$3K +$3.69K +32 New
TCOV
967
Trust Company of Vermont
Vermont
$2K -$13.8K -120 -86%
KFI
968
Key Financial Inc
Pennsylvania
$2K
APWA
969
Atlas Private Wealth Advisors
New Jersey
$2K +$1.61K +14 New
Walleye Capital
970
Walleye Capital
New York
$1.93K +$1.82M +15,820 New
FGAM
971
Financial Gravity Asset Management
Texas
$1.22K +$461 +4 +67%
BWM
972
Baystate Wealth Management
Massachusetts
$1K
WP
973
WealthShield Partners
North Carolina
$1K +$691 +6 New
MCM
974
MV Capital Management
Maryland
$1K +$1.38K +12 New
HF
975
Halpern Financial
Virginia
$853 -$10.7K -93 -93%