We are live on ! Find out more
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
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$16K +$16K +106 New
DWMG
1027
DB Wealth Management Group
California
$15K
JFA
1028
JNBA Financial Advisors
Minnesota
$15K
NC
1029
Nicholas Company
Wisconsin
$15K
SCA
1030
Stuart Chaussee & Associates
California
$15K
CAL
1031
Capital Analysts LLC
Pennsylvania
$15K +$151 +1 +1%
FMB
1032
Field & Main Bank
Kentucky
$15K +$15.1K +100 New
KIG
1033
Kowal Investment Group
Wisconsin
$13K +$12.6K +83 New
Loomis, Sayles & Company
1034
Loomis, Sayles & Company
Massachusetts
$13K +$13.5K +89 New
AIM
1035
Arcadia Investment Management
Michigan
$11K
CHA
1036
Carmichael Hill & Associates
Maryland
$11K
GG
1037
Gleason Group
Kentucky
$11K
LWM
1038
Liberty Wealth Management
California
$11K +$2.12K +14 +24%
FMP
1039
Financial Management Professionals
Texas
$10K
TJHA
1040
Thomas J. Herzfeld Advisors
Florida
$10K
AAP
1041
Arax Advisory Partners
Colorado
$10K +$9.83K +65 New
CYG
1042
Clean Yield Group
Vermont
$9K
SIC
1043
Salem Investment Counselors
North Carolina
$9K
SGAM
1044
Smith Group Asset Management
Texas
$9K +$605 +4 +7%
BMD
1045
Better Money Decisions
New Mexico
$8K
HWM
1046
Holloway Wealth Management
Florida
$8K
MWM
1047
Mascoma Wealth Management
New Hampshire
$8K +$7.56K +50 New
ACM
1048
AUA Capital Management
Pennsylvania
$7K
TCWA
1049
Ten Capital Wealth Advisors
Washington
$7K
AP
1050
Atwood & Palmer
Missouri
$6K -$5.45K -36 -48%