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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
AS
1026
Altshuler Shaham
Israel
$113K +$22.8K +137 +27%
WOC
1027
West Oak Capital
California
$113K +$108K +650 New
BWL
1028
Bogart Wealth LLC
Virginia
$109K
TF
1029
Tompkins Financial
New York
$107K -$5.15K -31 -5%
ARIS
1030
Advanced Research Investment Solutions
California
$104K
TSWM
1031
Tyler-Stone Wealth Management
Ohio
$94K +$89.9K +541 New
EBA
1032
Eagle Bay Advisors
New York
$92K -$97.8K -589 -53%
PCTC
1033
Perkins Coie Trust Company
Washington
$89K
PAI
1034
Pittenger & Anderson Inc
Nebraska
$87K
SC
1035
Solstein Capital
California
$87K
C
1036
Covestor
United Kingdom
$86K +$81.7K +492 New
PP
1037
PrairieView Partners
Minnesota
$85K +$81.6K +491 New
LC
1038
Lindbrook Capital
California
$82K -$1.5K -9 -2%
CFO
1039
CVA Family Office
Colorado
$80K +$76.4K +460 New
ICM
1040
Islay Capital Management
Texas
$78K
AF
1041
Allworth Financial
California
$78K +$16.9K +102 +29%
Koshinski Asset Management
1042
Koshinski Asset Management
Illinois
$76.8K +$12.6K +76 +21%
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$76K +$332 +2 +0.5%
GI
1044
Gradient Investments
Minnesota
$75K
PFGIA
1045
Patriot Financial Group Insurance Agency
Massachusetts
$74K
GEA
1046
Glen Eagle Advisors
New Jersey
$73.9K
FHA
1047
First Horizon Advisors
Tennessee
$71K -$8.47K -51 -11%
GAM
1048
Gemmer Asset Management
California
$71K
AWM
1049
Avior Wealth Management
Nebraska
$71K +$166 +1 +0.2%
CCA
1050
Column Capital Advisors
Indiana
$70K -$8.47K -51 -11%