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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
BWA
1101
BDO Wealth Advisors
Florida
$26K +$2.82K +17 +13%
ADL
1102
Asset Dedication LLC
California
$25K
DWA
1103
Delos Wealth Advisors
Texas
$25K +$23.8K +143 New
CQS
1104
Credential Qtrade Securities
$21K
JWM
1105
Janiczek Wealth Management
Colorado
$21K +$1.66K +10 +9%
MUMSS
1106
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K +$19.9K +120 New
MRCM
1107
M&R Capital Management
New Jersey
$19K
SIC
1108
SJS Investment Consulting
Ohio
$19K +$18.6K +112 New
CFD
1109
Creative Financial Designs
Indiana
$18K -$318K -1,916 -95%
CAL
1110
Capital Analysts LLC
Pennsylvania
$18K
FFC
1111
First Financial Corp
Indiana
$18K
AIM
1112
AHL Investment Management
Florida
$18K +$17.3K +104 New
DWMG
1113
DB Wealth Management Group
California
$17K
JFA
1114
JNBA Financial Advisors
Minnesota
$17K
NC
1115
Nicholas Company
Wisconsin
$17K
ACM
1116
Aquatic Capital Management
Illinois
$17K +$16.6K +100 New
OC
1117
Oakworth Capital
Alabama
$15K -$5.48K -33 -28%
WB
1118
West Bancorporation
Iowa
$15K +$14.5K +87 New
SC
1119
Seldon Capital
California
$15K +$14.6K +88 New
SC
1120
Sierra Capital
Florida
$14K +$13.3K +80 New
AIM
1121
Arcadia Investment Management
Michigan
$13K
GG
1122
Gleason Group
Kentucky
$13K
AP
1123
Atwood & Palmer
Missouri
$13K +$5.98K +36 +92%
CHA
1124
Carmichael Hill & Associates
Maryland
$12K
TJHA
1125
Thomas J. Herzfeld Advisors
Florida
$12K