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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
RFA
401
Reilly Financial Advisors
California
$1.96M +$82.6K +816 +5%
SFA
402
Souders Financial Advisors
Ohio
$1.95M +$875K +8,648 +91%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$1.9M +$185K +1,824 +11%
PWLP
404
Prio Wealth Limited Partnership
Massachusetts
$1.9M -$10.1K -100 -0.6%
ECM
405
Everence Capital Management
Indiana
$1.89M
QSS
406
Quantitative Systematic Strategies
Florida
$1.88M +$1.77M +17,530 New
RFC
407
Regions Financial Corp
Alabama
$1.88M +$167K +1,652 +10%
BCM
408
Bridgeway Capital Management
Texas
$1.86M
EAM
409
Erste Asset Management
Austria
$1.79M
CI
410
Cigna Investments
Connecticut
$1.78M +$230K +2,270 +16%
Teacher Retirement System of Texas
411
Teacher Retirement System of Texas
Texas
$1.78M +$1.67M +16,541 New
BDS
412
Banco de Sabadell
Florida
$1.77M +$1.68M +16,626 New
WF
413
Welch & Forbes
Massachusetts
$1.73M
RIM
414
Rampart Investment Management
Connecticut
$1.71M +$1.24M +12,203 +327%
BAM
415
Bruderman Asset Management
New York
$1.71M +$284K +2,808 +21%
CS
416
Cannell & Spears
New York
$1.69M +$328K +3,242 +26%
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$1.69M +$1.03M +10,208 +185%
EGM
418
Engineers Gate Manager
New York
$1.66M -$3.61M -35,637 -70%
WAM
419
World Asset Management
Michigan
$1.65M -$744K -7,352 -32%
SBWIC
420
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.62M +$3.54K +35 +0.2%
JWM
421
Jackson Wealth Management
Florida
$1.62M +$122K +1,210 +9%
DRS
422
Deane Retirement Strategies
Louisiana
$1.61M -$6.07K -60 -0.4%
UB
423
UMB Bank
Missouri
$1.6M -$2.33K -23 -0.2%
Federated Hermes
424
Federated Hermes
Pennsylvania
$1.57M +$106K +1,048 +8%
ACA
425
Aptus Capital Advisors
Alabama
$1.57M +$1.48M +14,602 New