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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
TC
1201
Toews Corporation
New Jersey
-$409K -2,700 Closed
SEC
1202
Seven Eight Capital
New York
-$393K -2,594 Closed
GCP
1203
GSA Capital Partners
United Kingdom
-$363K -2,397 Closed
IEFM
1204
IQ EQ Fund Management
Ireland
-$337K -2,223 Closed
FWM
1205
FFT Wealth Management
Pennsylvania
-$321K -2,123 Closed
TCM
1206
Teza Capital Management
Illinois
-$318K -2,097 Closed
AA
1207
Advisory Alpha
Michigan
-$303K -2,001 Closed
TSS
1208
Two Sigma Securities
New York
-$250K -1,648 Closed
Q
1209
QVR
California
-$242K -1,601 Closed
GA
1210
Gateway Advisory
New Jersey
-$238K -1,572 Closed
WA
1211
Waverly Advisors
Alabama
-$220K -1,335 Closed
CPC
1212
Consolidated Planning Corp
Georgia
-$118K -777 Closed
JCM
1213
Jacobi Capital Management
Pennsylvania
-$79K -521 Closed
EWA
1214
Evolution Wealth Advisors
Florida
-$65K -428 Closed
DOA
1215
D'Orazio & Associates
Virginia
-$52K -341 Closed
GWSG
1216
GPS Wealth Strategies Group
Colorado
-$27K -175 Closed
AWA
1217
Arkadios Wealth Advisors
Georgia
-$25K -166 Closed
HA
1218
Herold Advisors
New York
-$22K -150 Closed
RA
1219
Resolute Advisors
California
-$23K -149 Closed
Capstone Investment Advisors
1220
Capstone Investment Advisors
New York
-$17.6K -106 Closed
FMB
1221
Field & Main Bank
Kentucky
-$15K -100 Closed
Loomis, Sayles & Company
1222
Loomis, Sayles & Company
Massachusetts
-$13K -89 Closed
KIG
1223
Kowal Investment Group
Wisconsin
-$13K -83 Closed
LWM
1224
Liberty Wealth Management
California
-$11K -72 Closed
AAP
1225
Arax Advisory Partners
Colorado
-$10K -65 Closed