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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
MFM
401
MD Financial Management
Ontario, Canada
$2.73M +$2.6M +19,397 New
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$2.7M +$116K +866 +5%
PAM
403
Panagora Asset Management
Massachusetts
$2.68M +$52.3K +390 +2%
SBWIC
404
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.65M +$606K +4,520 +32%
NIC
405
Northwest Investment Counselors
Oregon
$2.6M -$26.7K -199 -1%
TPM
406
Triasima Portfolio Management
Quebec, Canada
$2.59M -$20.1K -150 -0.8%
CPA
407
Capital Planning Advisors
California
$2.56M +$21.5K +160 +0.9%
MML Investors Services
408
MML Investors Services
Massachusetts
$2.54M -$8.45K -63 -0.3%
FBT
409
First Bankers Trust
Kentucky
$2.51M -$784K -5,846 -25%
AP
410
Advisor Partners
California
$2.5M -$108K -808 -4%
SCA
411
Snowden Capital Advisors
New York
$2.47M +$1.15M +8,559 +95%
RFA
412
Reilly Financial Advisors
California
$2.34M -$13.3K -99 -0.6%
PWLP
413
Prio Wealth Limited Partnership
Massachusetts
$2.33M +$80.3K +599 +4%
PTC
414
Private Trust Company
Ohio
$2.32M +$587K +4,377 +36%
HT
415
HAP Trading
New York
$2.29M +$2.19M +16,299 New
MBTD
416
Mechanics Bank - Trust Department
California
$2.28M -$12.2K -91 -0.6%
SLI
417
Sumitomo Life Insurance
Japan
$2.27M -$449K -3,349 -17%
CI
418
Cigna Investments
Connecticut
$2.24M -$311K -2,322 -13%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$2.24M +$452K +3,369 +27%
P
420
Pitcairn
Pennsylvania
$2.23M +$39.8K +297 +2%
BPA
421
Beacon Pointe Advisors
California
$2.23M +$463K +3,456 +28%
AC
422
Allstate Corporation
Illinois
$2.23M -$103K -771 -5%
RZH
423
Relyea Zuckerberg Hanson
Connecticut
$2.21M -$193K -1,437 -8%
VanEck Associates
424
VanEck Associates
New York
$2.18M +$242K +1,804 +13%
NB
425
Norinchukin Bank
Japan
$2.18M -$24K -179 -1%