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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
SNT
951
Security National Trust
West Virginia
$77K
SOW
952
State of Wyoming
Wyoming
$77K +$52.2K +345 +209%
PAI
953
Pittenger & Anderson Inc
Nebraska
$76K
SC
954
Solstein Capital
California
$76K
NFG
955
Next Financial Group
Texas
$76K +$49K +324 +181%
FAM
956
Fred Alger Management
New York
$74K +$48.5K +321 +190%
CWP
957
Concord Wealth Partners
Virginia
$73K -$67.2K -444 -48%
LC
958
Lindbrook Capital
California
$73K +$2.72K +18 +4%
CCA
959
Column Capital Advisors
Indiana
$69K -$8.47K -56 -11%
FHA
960
First Horizon Advisors
Tennessee
$69K +$58.7K +388 +511%
ICM
961
Islay Capital Management
Texas
$68K
JGIA
962
Jackson Grant Investment Advisers
Connecticut
$66K +$151 +1 +0.2%
GI
963
Gradient Investments
Minnesota
$65K -$1.36K -9 -2%
EWA
964
Evolution Wealth Advisors
Florida
$65K +$25.3K +167 +64%
GEA
965
Glen Eagle Advisors
New Jersey
$64.4K
PFGIA
966
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$151 +1 +0.2%
EIP
967
Ellis Investment Partners
Pennsylvania
$61K
GAM
968
Gemmer Asset Management
California
$61K
RTC
969
Riverview Trust Company
Washington
$61K
AWM
970
Avior Wealth Management
Nebraska
$61K +$302 +2 +0.5%
KA
971
Kozak & Associates
Colorado
$58K +$52.8K +349 New
VCM
972
Versant Capital Management
Arizona
$57K -$2.87K -19 -5%
Koshinski Asset Management
973
Koshinski Asset Management
Illinois
$55.4K +$55.4K +366 New
SBL
974
Sargent Bickham Lagudis
Colorado
$55K +$24K +159 +78%
SCM
975
Silvant Capital Management
Georgia
$54K