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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
FWM
1051
Focused Wealth Management
New York
$6K
MA
1052
MCF Advisors
Kentucky
$6K +$6.05K +40 New
RTL
1053
Red Tortoise LLC
Georgia
$6K +$6.5K +43 New
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
UFF
1055
USA Financial Formulas
Michigan
$5K
TFA
1056
Toth Financial Advisory
Virginia
$5K +$4.54K +30 New
Optiver Holding
1057
Optiver Holding
Netherlands
$5K +$5.29K +35 New
CFA
1058
Cahill Financial Advisors
Minnesota
$5K +$5.45K +36 New
TLFA
1059
True Link Financial Advisors
California
$4K
JWA
1060
JFS Wealth Advisors
Pennsylvania
$4K +$3.63K +24 New
CWM
1061
Cranbrook Wealth Management
Michigan
$4K +$3.78K +25 New
KFI
1062
Key Financial Inc
Pennsylvania
$3K -$89.8K -594 -97%
LIM
1063
Longfellow Investment Management
Massachusetts
$3K
TFM
1064
TFC Financial Management
Massachusetts
$3K
GKWIM
1065
Gerber Kawasaki Wealth & Investment Management
California
$3K +$454 +3 New
FCB
1066
First Command Bank
Texas
$3K +$3.02K +20 New
FCFS
1067
First Command Financial Services
Texas
$3K +$3.02K +20 New
MG
1068
MilWealth Group
Wisconsin
$2.42K +$2.42K +16 New
AWMS
1069
Advocacy Wealth Management Services
Georgia
$2K
BWM
1070
Baystate Wealth Management
Massachusetts
$2K
LAS
1071
Lloyd Advisory Services
Georgia
$2K
CI
1072
Cordant Inc
Oregon
$2K +$1.51K +10 New
FWM
1073
Filbrandt Wealth Management
Wisconsin
$2K +$2.12K +14 New
LWA
1074
Lenox Wealth Advisors
New York
$1K
CCM
1075
Cribstone Capital Management
Maine
$1K +$1.21K +8 New