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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
SSB
976
Sandy Spring Bank
Maryland
$53K -$7.56K -50 -13%
TFO
977
Tarbox Family Office
California
$53K
AF
978
Allworth Financial
California
$53K +$20.6K +136 +64%
DOA
979
D'Orazio & Associates
Virginia
$52K +$51.6K +341 New
BEI
980
Benjamin Edwards Inc
Missouri
$52K +$51.9K +343 New
MFA
981
McClarren Financial Advisors
Pennsylvania
$49K
HWM
982
HighMark Wealth Management
Minnesota
$47K
TF
983
TimeScale Financial
Massachusetts
$46K
AA
984
Addison Advisors
Vermont
$45K
DAC
985
Dividend Assets Capital
South Carolina
$45K
EW
986
Evoke Wealth
California
$44K -$2.72K -18 -6%
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K
CTB
988
Country Trust Bank
Illinois
$42K +$11.6K +77 +39%
TIM
989
Tortoise Investment Management
New York
$39K
GLLW
990
Graves Light Lenhart Wealth
Virginia
$38K
TFS
991
TrustCore Financial Services
Tennessee
$37K +$4.69K +31 +14%
NFSG
992
Newbridge Financial Services Group
Florida
$36K +$756 +5 +2%
BIA
993
Bell Investment Advisors
California
$36K +$36.1K +239 New
PSB
994
Piscataqua Savings Bank
New Hampshire
$35K
HFM
995
Harvest Fund Management
China
$34K +$34.5K +228 New
EARNEST Partners
996
EARNEST Partners
Georgia
$33K
PCH
997
PGIM Custom Harvest
New Jersey
$32K
ST
998
Sageworth Trust
Pennsylvania
$31K -$376K -2,485 -92%
IRC
999
Investors Research Corp
Georgia
$31K -$3.18K -21 -9%
SIM
1000
Sonora Investment Management
Arizona
$31K +$8.02K +53 +35%