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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
BONST
976
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$197K +1,185 New
APP
977
Avantax Planning Partners
Iowa
$206K +$197K +1,186 New
DWM
978
Doyle Wealth Management
Florida
$205K +$196K +1,178 New
VC
979
Veracity Capital
Georgia
$204K +$195K +1,176 New
LPIC
980
LeJeune Puetz Investment Counsel
Michigan
$203K
TC
981
Telemus Capital
Michigan
$202K +$193K +1,160 New
MA
982
Mutual Advisors
Nebraska
$201K +$192K +1,155 New
MAP
983
Milestone Advisory Partners
North Carolina
$200K +$191K +1,150 New
PMFA
984
Plante Moran Financial Advisors
Michigan
$199K +$28.1K +169 +17%
PCG
985
Private Capital Group
Connecticut
$197K +$1.83K +11 +1%
NFG
986
Next Financial Group
Texas
$190K +$98.2K +591 +117%
CWM
987
Curi Wealth Management
North Carolina
$188K +$180K +1,083 New
MPWT
988
MassMutual Private Wealth & Trust
Connecticut
$187K -$5.15K -31 -3%
CCM
989
Covington Capital Management
California
$186K
GC
990
Garde Capital
Washington
$186K
PCH
991
Polar Capital Holdings
United Kingdom
$184K -$23.3M -140,500 -12%
SCA
992
Snowden Capital Advisors
New York
$183K -$2.52M -15,179 -94%
ASBI
993
American State Bank (Iowa)
Iowa
$180K
TC
994
TAP Consulting
Missouri
$178K +$170K +1,025 New
IA
995
IFP Advisors
Florida
$175K -$12.6K -76 -7%
CWP
996
Concord Wealth Partners
Virginia
$175K +$87.2K +525 +109%
DWA
997
Dougherty Wealth Advisers
Minnesota
$171K
ETC
998
Exchange Traded Concepts
Oklahoma
$171K +$146K +876 +811%
BWM
999
BerganKDV Wealth Management
Minnesota
$165K
AA
1000
AlphaCentric Advisors
Puerto Rico
$165K +$157K +948 New