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
HFM
1076
Harvest Fund Management
China
$39K
EARNEST Partners
1077
EARNEST Partners
Georgia
$38K
MGIM
1078
M&G Investment Management
United Kingdom
$37.2K +$2.26M +13,624 +7%
TFS
1079
TrustCore Financial Services
Tennessee
$37K -$5.15K -31 -13%
AP
1080
Arlington Partners
Alabama
$37K +$35.5K +214 New
IRC
1081
Investors Research Corp
Georgia
$36K
ST
1082
Sageworth Trust
Pennsylvania
$36K
FBT
1083
First Bank & Trust
South Dakota
$35K
EPM
1084
Equitec Proprietary Markets
Illinois
$35K +$33.2K +200 New
VRS
1085
Virginia Retirement Systems
Virginia
$34.2K
SIS
1086
Sound Income Strategies
Florida
$34K +$2.99K +18 +10%
NFSG
1087
Newbridge Financial Services Group
Florida
$33K -$7.64K -46 -19%
MHR
1088
Matthew Hamilton Rosenberg
$33K
ACA
1089
Atlas Capital Advisors
Wyoming
$32.2K
TWA
1090
TCI Wealth Advisors
Arizona
$32K +$2.16K +13 +8%
SCA
1091
Stuart Chaussee & Associates
California
$32K +$14.6K +88 +91%
MWM
1092
Mascoma Wealth Management
New Hampshire
$32K +$22.3K +134 +268%
TFP
1093
Tilia Fiduciary Partners
North Carolina
$32K +$30.6K +184 New
NC
1094
NewSquare Capital
Pennsylvania
$31K
SGAM
1095
Smith Group Asset Management
Texas
$30K +$18.9K +114 +197%
CH
1096
Canton Hathaway
Rhode Island
$29K
HDIM
1097
Hanson & Doremus Investment Management
Vermont
$28K
MCM
1098
MV Capital Management
Maryland
$28K +$3.65K +22 +16%
BBHC
1099
Brown Brothers Harriman & Co
New York
$27.7K +$293K +1,761 +1%
CA
1100
CoreCap Advisors
Michigan
$27K +$25.7K +155 New