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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
RIM
1101
Redwood Investment Management
Arizona
-$366K -2,599 Closed
PG
1102
Pendal Group
Australia
-$338K -2,404 Closed
IWM
1103
IHT Wealth Management
Illinois
-$315K -2,242 Closed
LOAMS
1104
Lombard Odier Asset Management (Switzerland)
Switzerland
-$308K -2,187 Closed
CANY
1105
Caxton Associates (New York)
New York
-$260K -1,850 Closed
NCM
1106
Northside Capital Management
Oregon
-$251K -1,787 Closed
MCM
1107
Marathon Capital Management
Maryland
-$245K -1,745 Closed
DS
1108
DRW Securities
Illinois
-$233K -1,657 Closed
SB
1109
Sunflower Bank
Texas
-$201K -1,428 Closed
BB
1110
Busey Bank
Illinois
-$200K -1,425 Closed
HIIFS
1111
Harel Insurance Investments & Financial Services
Israel
-$518K -1,129 Closed
PA
1112
Perennial Advisors
New York
-$112K -797 Closed
EAM
1113
Eukles Asset Management
Ohio
-$96K -681 Closed
TI
1114
tru Independence
Oregon
-$73K -522 Closed
CFO
1115
CVA Family Office
Colorado
-$65K -460 Closed
SB
1116
Strategic Blueprint
Georgia
-$59K -418 Closed
EFSCE
1117
Enterprise Financial Services Corp (EFSC)
Missouri
-$51K -359 Closed
SL
1118
Savior LLC
Massachusetts
-$28K -198 Closed
POIA
1119
Pin Oak Investment Advisors
Texas
-$27K -195 Closed
FI
1120
Financial Insights
Washington
-$245K -174 Closed
PGWM
1121
Parisi Gray Wealth Management
New Jersey
-$8K -55 Closed
FFG
1122
Ford Financial Group
California
-$5K -40 Closed
SFO
1123
Standard Family Office
South Dakota
-$3K -21 Closed
TCOV
1124
Trust Company of Vermont
Vermont
-$3K -20 Closed
WWM
1125
Wolff Wiese Magana
California
-$1K -10 Closed