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MRSH

Marsh

1,005 hedge funds and large institutions have $63.4B invested in Marsh in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

39% more call options, than puts

Call options by funds: $77.3M | Put options by funds: $55.6M

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

16% more capital invested

Capital invested by funds: $54.7B → $63.4B (+$8.69B)

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

3% more funds holding

Funds holding: 9771,005 (+28)

0.63% more ownership

Funds ownership: 88.51%89.14% (+0.63%)

Holders
1,005
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
17.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
375
Reduced
327
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Gotham Asset Management
New York
$5.19M -$2.03M -15,123 -29%
VIA
327
Vident Investment Advisory
Georgia
$5.13M +$488K +3,642 +11%
BSI
328
Bennett Selby Investments
Maine
$5.09M
BU
329
BBVA USA
Alabama
$5.08M +$4.84M +36,127 New
EMPI
330
Elo Mutual Pension Insurance
Finland
$5.01M -$129K -962 -3%
WTC
331
WhitTier Trust Company
Nevada
$5M -$7.37K -55 -0.2%
AAM
332
Auxier Asset Management
Oregon
$4.97M -$154K -1,150 -3%
X
333
Xponance
Pennsylvania
$4.97M -$3.81M -28,428 -45%
Creative Planning
334
Creative Planning
Kansas
$4.96M +$345K +2,575 +8%
IIM
335
Ipswich Investment Management
Massachusetts
$4.88M +$72.4K +540 +2%
CCFCSB
336
Cape Cod Five Cents Savings Bank
Massachusetts
$4.84M +$19.3K +144 +0.4%
TVWM
337
Tower View Wealth Management
Wisconsin
$4.79M -$21.9K -163 -0.5%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$4.76M +$201K +1,500 +5%
SG Americas Securities
339
SG Americas Securities
New York
$4.74M -$63M -469,851 -93%
Parallax Volatility Advisers
340
Parallax Volatility Advisers
California
$4.63M +$4.41M +32,909 New
LCM
341
Logan Capital Management
Pennsylvania
$4.56M -$933K -6,956 -18%
CM
342
Churchill Management
California
$4.56M -$939 -7 -0%
William Blair & Company
343
William Blair & Company
Illinois
$4.54M -$249K -1,858 -5%
CGH
344
Crossmark Global Holdings
Texas
$4.54M -$773K -5,766 -15%
SCA
345
Stokes Capital Advisors
South Carolina
$4.5M +$47.6K +355 +1%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$4.46M +$26.8K +200 +0.6%
RBA
347
Richard Bernstein Advisors
New York
$4.31M
SFI
348
Siemens Fonds Invest
Germany
$4.28M -$1.76M -13,098 -30%
CFG
349
Citizens Financial Group
Rhode Island
$4.18M +$57.1K +426 +1%
PPW
350
Parcion Private Wealth
Washington
$4.18M -$116K -864 -3%