We are live on ! Find out more
MRSH

Marsh

910 hedge funds and large institutions have $47.9B invested in Marsh in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 325 increasing their positions, 320 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 68

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

24% more capital invested

Capital invested by funds: $38.6B → $47.9B (+$9.24B)

3% more funds holding

Funds holding: 880910 (+30)

2% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 320

9% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $62.6M

1.26% less ownership

Funds ownership: 88.7%87.44% (-1.3%)

Holders
910
Holders Change
+30
Holders Change %
+3.41%
% of All Funds
18.66%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
107
Increased
325
Reduced
320
Closed
68
Calls
$57.1M
Puts
$62.6M
Net Calls
-$5.49M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
$6.64M +$170K +1,683 +3%
SWM
252
Segment Wealth Management
Texas
$6.62M +$63.3K +625 +1%
X
253
Xponance
Pennsylvania
$6.61M +$6.23M +61,516 New
OPCM
254
Osborne Partners Capital Management
California
$6.53M -$271K -2,679 -4%
CLOS
255
Compagnie Lombard Odier SCmA
Switzerland
$6.52M -$2.61M -25,796 -30%
FGP
256
Foyston, Gordon, & Payne
Ontario, Canada
$6.47M +$282K +2,787 +5%
CVSCT
257
C.V. Starr & Co Trust
New York
$6.44M
NAM
258
Nissay Asset Management
Japan
$6.38M +$141K +1,397 +2%
GP
259
Girard Partners
Pennsylvania
$6.29M -$38.5K -380 -0.6%
HNB
260
Huntington National Bank
Ohio
$6.23M -$149K -1,469 -2%
AAF
261
Andra AP-fonden
Sweden
$6.07M -$375K -3,700 -6%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$6.04M +$3.26M +32,166 +129%
Man Group
263
Man Group
United Kingdom
$6.03M -$1.63M -16,068 -22%
PSUF
264
People's United Financial
Connecticut
$5.95M +$835K +8,250 +18%
HIMCH
265
Hartford Investment Management Co (HIMCO)
Connecticut
$5.94M -$3.28M -32,417 -37%
Osaic Holdings
266
Osaic Holdings
Arizona
$5.9M -$1.73M -17,072 -24%
FAB
267
First American Bank
Illinois
$5.89M +$172K +1,704 +3%
CP
268
Cumberland Partners
Ontario, Canada
$5.89M +$5.55M +54,860 New
MWNA
269
Marshall Wace North America
New York
$5.85M -$1.25M -12,313 -18%
B
270
BP
United Kingdom
$5.58M
BUB
271
BBVA USA Bancshares
Texas
$5.52M +$493K +4,871 +10%
PP
272
Prospector Partners
Connecticut
$5.45M +$5.14M +50,800 New
M&T Bank
273
M&T Bank
New York
$5.39M -$605K -5,977 -11%
JMPWA
274
JP Morgan Private Wealth Advisors
California
$5.32M -$451K -4,451 -8%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.28M -$121K -1,200 -2%