We are live on ! Find out more
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
EIP
1051
Ellis Investment Partners
Pennsylvania
$70K
VCM
1052
Versant Capital Management
Arizona
$66K
CWS
1053
Confluence Wealth Services
Pennsylvania
$66K +$63.6K +383 New
BA
1054
Bellwether Advisors
Nebraska
$65K +$62.1K +374 +37,400%
CA
1055
Cornerstone Advisory
Maryland
$64K +$61.3K +369 New
SBL
1056
Sargent Bickham Lagudis
Colorado
$63K
SCM
1057
Silvant Capital Management
Georgia
$62K
TFO
1058
Tarbox Family Office
California
$60K
MFA
1059
McClarren Financial Advisors
Pennsylvania
$58K
OHWP
1060
Oak Harbor Wealth Partners
North Carolina
$54K +$51.5K +310 New
HWM
1061
HighMark Wealth Management
Minnesota
$53K
KA
1062
Kozak & Associates
Colorado
$53K +$332 +2 +0.6%
TF
1063
TimeScale Financial
Massachusetts
$53K +$332 +2 +0.7%
AA
1064
Addison Advisors
Vermont
$53K +$1.16K +7 +2%
OIS
1065
Okabena Investment Services
Minnesota
$53K +$50.3K +303 New
SSB
1066
Sandy Spring Bank
Maryland
$52K -$8.31K -50 -14%
DAC
1067
Dividend Assets Capital
South Carolina
$52K
EW
1068
Evoke Wealth
California
$52K +$332 +2 +0.7%
CTB
1069
Country Trust Bank
Illinois
$48K
JFGIW
1070
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
TIM
1071
Tortoise Investment Management
New York
$45K
GLLW
1072
Graves Light Lenhart Wealth
Virginia
$44K
TCOV
1073
Trust Company of Vermont
Vermont
$43K +$41.5K +250 New
PSB
1074
Piscataqua Savings Bank
New Hampshire
$40K
BIA
1075
Bell Investment Advisors
California
$39K -$2.66K -16 -7%