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
KFI
1151
Key Financial Inc
Pennsylvania
$3K
LIM
1152
Longfellow Investment Management
Massachusetts
$3K
TFM
1153
TFC Financial Management
Massachusetts
$3K
SC
1154
Schubert & Co
Texas
$3K +$3.16K +19 New
SFG
1155
Steward Financial Group
Texas
$3K +$3.16K +19 New
RPCONE
1156
Retirement Planning Company of New England
Rhode Island
$3K +$3.49K +21 New
RCM
1157
Ravenstone Capital Management
$2.78K +$2.66K +16 New
AWMS
1158
Advocacy Wealth Management Services
Georgia
$2K
LAS
1159
Lloyd Advisory Services
Georgia
$2K
AA
1160
Ancora Advisors
Ohio
$2K +$1.99K +12 New
AIP
1161
Ahrens Investment Partners
Louisiana
$2K +$2.33K +14 New
FGAM
1162
Financial Gravity Asset Management
Texas
$1.56K +$519K +3,123 +34,700%
WA
1163
WestEnd Advisors
North Carolina
$1.04K +$997 +6 New
CCM
1164
Cribstone Capital Management
Maine
$1K
CAL
1165
Capital Advisors Ltd
Ohio
$1K +$831 +5 New
LF
1166
Lee Financial
Texas
$1K +$831 +5 New
CP
1167
Castleview Partners
Texas
$321 +$9.27M +55,796 New
RTC
1168
Riverview Trust Company
Washington
$70
FFG
1169
Ford Financial Group
California
$3 +$3.32K +20 New
SIG
1170
Senator Investment Group
New York
-$104M -690,000 Closed
ACI
1171
AMP Capital Investors
Australia
-$21.4M -141,283 Closed
SAM
1172
Sawgrass Asset Management
Florida
-$18.7M -123,588 Closed
Two Sigma Investments
1173
Two Sigma Investments
New York
-$18.1M -108,875 Closed
Parallax Volatility Advisers
1174
Parallax Volatility Advisers
California
-$10.8M -64,938 Closed
OCAM
1175
Onex Canada Asset Management
Ontario, Canada
-$6.84M -45,179 Closed