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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
OAM
301
Oppenheimer Asset Management
New York
$4.5M +$1.93M +19,038 +83%
MGWM
302
Marks Group Wealth Management
Minnesota
$4.49M -$37.5K -370 -0.9%
CWM
303
Calamos Wealth Management
Illinois
$4.38M +$3.45M +34,044 +503%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$4.23M +$379K +3,741 +10%
Millennium Management
305
Millennium Management
New York
$4.18M -$14.3M -141,215 -78%
ECM
306
ETrade Capital Management
Virginia
$4.16M +$1.06M +10,452 +37%
CAM
307
Close Asset Management
United Kingdom
$4.13M
ACC
308
Accident Compensation Corp
New Zealand
$4.13M +$182K +1,800 +5%
RBA
309
Richard Bernstein Advisors
New York
$4.07M
II
310
IFM Investors
Australia
$4M -$1.59M -15,711 -30%
KWILP
311
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.99M +$3.77M +37,197 New
ORI
312
Oak Ridge Investments
Illinois
$3.99M -$80K -790 -2%
TAF
313
Tredje AP-fonden
Sweden
$3.96M
AAM
314
Auxier Asset Management
Oregon
$3.96M -$23.3K -230 -0.6%
AIM
315
Artemis Investment Management
United Kingdom
$3.95M -$17.2M -169,960 -82%
CA
316
Cornerstone Advisors
North Carolina
$3.87M +$3.64M +36,000 New
MIC
317
MU Investments Company
Japan
$3.85M -$1.04M -10,280 -22%
RJFSA
318
Raymond James Financial Services Advisors
Florida
$3.83M -$410K -4,046 -10%
KeyBank National Association
319
KeyBank National Association
Ohio
$3.7M -$221K -2,179 -6%
Parallax Volatility Advisers
320
Parallax Volatility Advisers
California
$3.67M +$3.4M +33,620 +5,650%
William Blair & Company
321
William Blair & Company
Illinois
$3.67M -$978K -9,659 -22%
OCM
322
Olstein Capital Management
New York
$3.65M
NMERB
323
New Mexico Educational Retirement Board
New Mexico
$3.64M +$223K +2,200 +7%
AI
324
Atria Investments
North Carolina
$3.63M +$3.43M +33,858 New
NC
325
Northcape Capital
Australia
$3.63M +$2.01M +19,852 +142%