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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
NB
426
Norinchukin Bank
Japan
$1.56M -$33.8K -334 -2%
BCWM
427
Blue Chip Wealth Management
Florida
$1.55M +$2.13K +21 +0.1%
EIM
428
Essex Investment Management
Massachusetts
$1.5M -$333K -3,290 -19%
Bessemer Group
429
Bessemer Group
New Jersey
$1.5M -$119K -1,171 -8%
ANRIA
430
American National Registered Investment Advisor
Texas
$1.49M
HWA
431
Heritage Wealth Advisors
Virginia
$1.49M
CSIC
432
Clifford Swan Investment Counsel
California
$1.48M -$52.1K -515 -4%
FMT
433
First Mercantile Trust
Tennessee
$1.47M -$113K -1,119 -8%
HSA
434
HBK Sorce Advisory
Pennsylvania
$1.46M -$35.6K -352 -3%
CAM
435
Cresset Asset Management
Illinois
$1.43M +$110K +1,085 +9%
FT
436
Fiduciary Trust
Massachusetts
$1.43M +$52.6K +520 +4%
IRF
437
IBM Retirement Fund
New York
$1.42M -$15.8K -156 -1%
BHWM
438
Bar Harbor Wealth Management
New Hampshire
$1.42M -$583K -5,762 -30%
PAM
439
Panagora Asset Management
Massachusetts
$1.42M -$6.28K -62 -0.5%
Mirae Asset Global Investments
440
Mirae Asset Global Investments
South Korea
$1.41M -$3.63M -35,878 -73%
Fayez Sarofim & Co
441
Fayez Sarofim & Co
Texas
$1.4M
P
442
Pitcairn
Pennsylvania
$1.38M +$5.77K +57 +0.4%
HIC
443
Hartline Investment Corp
Illinois
$1.36M
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$1.36M
S
445
Seeyond
France
$1.36M -$71.9K -710 -5%
PCM
446
Prelude Capital Management
New York
$1.36M +$1.28M +12,665 New
GAM
447
Gotham Asset Management
New York
$1.36M -$9.91M -97,861 -89%
ACM
448
Ativo Capital Management
Illinois
$1.35M +$1.27M +12,586 New
KWA
449
KCS Wealth Advisory
California
$1.35M +$134K +1,325 +12%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.35M -$278K -2,749 -18%