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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
FMP
1126
Financial Management Professionals
Texas
$11K
RDFA
1127
Ritter Daniher Financial Advisory
Ohio
$11K +$10.8K +65 New
CYG
1128
Clean Yield Group
Vermont
$10K
SIC
1129
Salem Investment Counselors
North Carolina
$10K
JWA
1130
JFS Wealth Advisors
Pennsylvania
$10K +$5.81K +35 +146%
PCMC
1131
Paragon Capital Management (Colorado)
Colorado
$9K +$8.31K +50 New
TAM
1132
Tucker Asset Management
Colorado
$8.15K +$7.81K +47 New
ACM
1133
AUA Capital Management
Pennsylvania
$8K
TCWA
1134
Ten Capital Wealth Advisors
Washington
$8K
MAM
1135
Mystic Asset Management
Rhode Island
$8K +$8.31K +50 New
FCG
1136
Financial Connections Group
California
$8K +$8.47K +51 New
FWM
1137
Focused Wealth Management
New York
$7K +$166 +1 +3%
SC
1138
SouthState Corp
Florida
$6K +$5.32K +32 New
CAC
1139
Core Alternative Capital
Georgia
$6K +$5.81K +35 New
HNWA
1140
Henrickson Nauta Wealth Advisors
Michigan
$6K +$6.15K +37 New
LWANC
1141
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
Optiver Holding
1142
Optiver Holding
Netherlands
$5K
TFA
1143
Toth Financial Advisory
Virginia
$5K
TLFA
1144
True Link Financial Advisors
California
$5K
LWA
1145
Lenox Wealth Advisors
New York
$5K +$3.99K +24 +600%
SCA
1146
Stonebridge Capital Advisors
Minnesota
$5K +$4.49K +27 New
DHGWA
1147
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$5.15K +31 New
BWM
1148
Baystate Wealth Management
Massachusetts
$4K +$1.99K +12 +120%
FCB
1149
First Command Bank
Texas
$3K
FCFS
1150
First Command Financial Services
Texas
$3K