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MRSH

Marsh

977 hedge funds and large institutions have $54.7B invested in Marsh in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 370 increasing their positions, 339 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

9% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 339

5% more capital invested

Capital invested by funds: $52.2B → $54.7B (+$2.49B)

0.87% more ownership

Funds ownership: 87.63%88.51% (+0.87%)

0% more funds holding

Funds holding: 975977 (+2)

4% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $41.5M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
977
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.16%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
370
Reduced
339
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
1026
Pearl River Capital
Michigan
-$237K -2,024 Closed
Fisher Asset Management
1027
Fisher Asset Management
Washington
-$235K -2,012 Closed
FMWA
1028
Forvis Mazars Wealth Advisors
Missouri
-$227K -1,941 Closed
MC
1029
Maverick Capital
Texas
-$222K -1,901 Closed
ABC
1030
Associated Banc-Corp
Wisconsin
-$222K -1,900 Closed
MFG
1031
Magnus Financial Group
New York
-$215K -1,840 Closed
ALAM
1032
Asahi Life Asset Management
Japan
-$205K -1,750 Closed
NAG
1033
Northstar Advisory Group
New Jersey
-$203K -1,736 Closed
HFM
1034
Harvest Fund Management
China
-$196K -1,677 Closed
PWM
1035
Perigon Wealth Management
California
-$189K -1,613 Closed
CWM
1036
Curi Wealth Management
North Carolina
-$126K -1,084 Closed
MIM
1037
Merrion Investment Management
New Jersey
-$121K -1,031 Closed
NIM
1038
NuWave Investment Management
New Jersey
-$115K -985 Closed
AS
1039
Altshuler Shaham
Israel
-$98K -834 Closed
VAIA
1040
Virtus Alternative Investment Advisers
Connecticut
-$90K -765 Closed
ICP
1041
Interchange Capital Partners
Pennsylvania
-$78K -673 Closed
RPWA
1042
Regent Peak Wealth Advisors
Georgia
-$71K -606 Closed
CCA
1043
Childress Capital Advisors
Texas
-$53K -449 Closed
CTFG
1044
Capstone Triton Financial Group
Oklahoma
-$50K -431 Closed
CCC
1045
Crescent Capital Consulting
Louisiana
-$47K -400 Closed
ST
1046
Sageworth Trust
Pennsylvania
-$26K -218 Closed
VCG
1047
Vantage Consulting Group
Virginia
-$22K -184 Closed
AIL
1048
AGF Investments LLC
Ontario, Canada
-$14K -121 Closed
KPCM
1049
Kings Point Capital Management
New York
-$13K -108 Closed
CL
1050
COWA LLC
Oklahoma
-$11K -100 Closed