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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
BFC
1001
Bedel Financial Consulting
Indiana
$164K +$1.66K +10 +1%
CFA
1002
Carroll Financial Associates
North Carolina
$163K +$5.81K +35 +4%
HCP
1003
Hexagon Capital Partners
Arkansas
$162K
ARMC
1004
American Research & Management Company
Massachusetts
$159K
WTA
1005
Washington Trust Advisors
Massachusetts
$157K +$150K +900 New
KLWA
1006
Kelly Lawrence W & Associates
California
$156K
WB
1007
Webster Bank
Connecticut
$156K +$14.3K +86 +11%
BEI
1008
Benjamin Edwards Inc
Missouri
$150K +$86K +518 +151%
HNWAG
1009
High Net Worth Advisory Group
Florida
$150K +$143K +862 New
APF
1010
Alaska Permanent Fund
Alaska
$150K +$162K +974 New
GWM
1011
Geneos Wealth Management
Colorado
$149K -$9.14K -55 -6%
PWMG
1012
Prestige Wealth Management Group
New Jersey
$148K +$9.63K +58 +7%
Manulife (Manufacturers Life Insurance)
1013
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K -$29.9M -179,958 -18%
CCM
1014
Chilton Capital Management
Texas
$142K +$136K +818 New
KFS
1015
Kelly Financial Services
Massachusetts
$142K
CTC
1016
Central Trust Company
Missouri
$141K -$5.65K -34 -4%
FAM
1017
Fred Alger Management
New York
$138K +$50.7K +305 +62%
SOW
1018
State of Wyoming
Wyoming
$135K +$44.4K +267 +52%
BCM
1019
Bourgeon Capital Management
Connecticut
$133K
Jones Financial Companies
1020
Jones Financial Companies
Missouri
$132K +$7.97K +48 +7%
VC
1021
Vestor Capital
Illinois
$130K
NO
1022
Ninety One
South Africa
$126K -$5.65K -34 -4%
PFBT
1023
Parkside Financial Bank & Trust
Missouri
$121K +$1.33K +8 +1%
TFGT
1024
TS Financial Group (TSFG)
Illinois
$120K
HI
1025
Harbour Investments
Wisconsin
$118K -$149K -895 -57%