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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
MGIM
1001
M&G Investment Management
United Kingdom
$30.2K +$12.7M +84,081 +72%
FBT
1002
First Bank & Trust
South Dakota
$30K -$21.2K -140 -41%
MHR
1003
Matthew Hamilton Rosenberg
$29K +$12.6K +83 +77%
ACA
1004
Atlas Capital Advisors
Wyoming
$28K
TFIPS
1005
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.3K -$28.7K -190 -51%
Nisa Investment Advisors
1006
Nisa Investment Advisors
Missouri
$27K -$242K -1,600 -0.9%
GWSG
1007
GPS Wealth Strategies Group
Colorado
$27K
NC
1008
NewSquare Capital
Pennsylvania
$27K
SIS
1009
Sound Income Strategies
Florida
$27K +$27.1K +179 New
TWA
1010
TCI Wealth Advisors
Arizona
$26K +$4.08K +27 +19%
AWA
1011
Arkadios Wealth Advisors
Georgia
$25K -$4.24K -28 -14%
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$25K
CH
1013
Canton Hathaway
Rhode Island
$25K +$24.8K +164 New
BBHC
1014
Brown Brothers Harriman & Co
New York
$23.9K -$1.57M -10,387 -6%
RA
1015
Resolute Advisors
California
$23K
ADL
1016
Asset Dedication LLC
California
$22K +$12.6K +83 +134%
HA
1017
Herold Advisors
New York
$22K +$22.7K +150 New
MCM
1018
MV Capital Management
Maryland
$21K +$8.77K +58 +73%
BWA
1019
BDO Wealth Advisors
Florida
$20K
CQS
1020
Credential Qtrade Securities
$18.3K
OC
1021
Oakworth Capital
Alabama
$18K
MRCM
1022
M&R Capital Management
New Jersey
$17K
JWM
1023
Janiczek Wealth Management
Colorado
$17K +$2.12K +14 +15%
ETC
1024
Exchange Traded Concepts
Oklahoma
$16K -$1.51K -10 -8%
FFC
1025
First Financial Corp
Indiana
$16K