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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$3.63M -$3.57M -35,241 -51%
CM
327
Churchill Management
California
$3.6M +$91.7K +906 +3%
AB
328
Amalgamated Bank
New York
$3.53M -$5.09M -50,326 -61%
IIM
329
Ipswich Investment Management
Massachusetts
$3.48M +$4.55K +45 +0.1%
OSIA
330
O'Shares Investment Advisers
Massachusetts
$3.46M -$2.27M -22,407 -41%
Susquehanna International Group
331
Susquehanna International Group
Pennsylvania
$3.45M +$1.8M +17,767 +124%
TVWM
332
Tower View Wealth Management
Wisconsin
$3.45M +$107K +1,059 +3%
TI
333
Trexquant Investment
Connecticut
$3.4M +$495K +4,893 +18%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$3.37M +$112K +1,107 +4%
CCFCSB
335
Cape Cod Five Cents Savings Bank
Massachusetts
$3.29M +$355K +3,508 +13%
Creative Planning
336
Creative Planning
Kansas
$3.28M -$634K -6,266 -17%
WTC
337
WhitTier Trust Company
Nevada
$3.27M +$1.31M +12,918 +74%
MML Investors Services
338
MML Investors Services
Massachusetts
$3.26M +$33.8K +334 +1%
Citadel Advisors
339
Citadel Advisors
Florida
$3.24M -$37.3M -368,552 -92%
COPPSERS
340
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.13M -$310K -3,067 -10%
FA
341
FDx Advisors
Illinois
$3.13M -$167K -1,645 -5%
Nomura Holdings
342
Nomura Holdings
Japan
$3.11M +$2.98M +29,469 New
PPW
343
Parcion Private Wealth
Washington
$3.09M +$81.8K +808 +3%
HI
344
Harrington Investments
California
$3.09M -$129K -1,279 -4%
PAG
345
Private Advisor Group
New Jersey
$3.09M +$316K +3,121 +12%
SIM
346
Sentry Investment Management
Wisconsin
$3.08M -$294K -2,908 -9%
GFPC
347
Global Financial Private Capital
Florida
$3.08M -$21.2K -209 -0.7%
KRS
348
Kentucky Retirement Systems
Kentucky
$3.05M -$614K -6,062 -18%
LIA
349
LS Investment Advisors
Michigan
$3.03M -$42.1K -416 -1%
SCA
350
Stokes Capital Advisors
South Carolina
$3.02M -$5.57K -55 -0.2%