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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
TCMP
951
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$64K -385 -23%
GVAG
952
Great Valley Advisor Group
Delaware
$222K -$13.1K -79 -5%
HFG
953
Heron Financial Group
New York
$222K -$12.5K -75 -5%
FMII
954
Farmers & Merchants Investments Inc
Nebraska
$222K -$831 -5 -0.4%
NPA
955
Nichols & Pratt Advisers
Massachusetts
$222K +$212K +1,277 New
LA
956
LVW Advisors
New York
$221K +$211K +1,273 New
SB
957
Sunflower Bank
Texas
$220K +$210K +1,263 New
DHFB
958
Dixon Hubard Feinour & Brown
Virginia
$219K +$209K +1,259 New
OWP
959
Obermeyer Wealth Partners
Colorado
$217K +$208K +1,250 New
CPO
960
Cerity Partners OCIO
New York
$216K +$206K +1,241 New
BOPW
961
Brandywine Oak Private Wealth
Pennsylvania
$214K -$47.5K -286 -19%
DU
962
Delphia (USA)
Ontario, Canada
$214K +$204K +1,230 New
DAS
963
Dynamic Advisor Solutions
Arizona
$214K +$205K +1,232 New
AWM
964
Axxcess Wealth Management
California
$214K +$205K +1,233 New
BIM
965
Bridges Investment Management
Nebraska
$212K -$68.3K -411 -25%
CIA
966
Choate Investment Advisors
Massachusetts
$211K +$201K +1,213 New
RPC
967
Rossmore Private Capital
Connecticut
$211K +$201K +1,213 New
FIM
968
Fernwood Investment Management
Massachusetts
$209K +$199K +1,200 New
MRWM
969
ML&R Wealth Management
Texas
$209K +$199K +1,200 New
NJBEST
970
New Jersey Better Educational Savings Trust
New Jersey
$209K +$199K +1,200 New
PIM
971
Perpetual Investment Management
Australia
$209K +$199K +1,200 New
TFS
972
Thoroughbred Financial Services
Tennessee
$209K +$200K +1,207 New
SFA
973
Sequoia Financial Advisors
Ohio
$208K +$199K +1,197 New
MM
974
MQS Management
New York
$207K +$198K +1,193 New
SGI
975
Summit Global Investments
Utah
$206K +$197K +1,184 New