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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
TRCT
426
Tower Research Capital (TRC)
New York
$2.18M -$4.24M -31,628 -67%
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$2.17M +$1.21M +9,060 +142%
ECM
428
Everence Capital Management
Indiana
$2.17M
HSA
429
HBK Sorce Advisory
Pennsylvania
$2.16M -$2.95K -22 -0.1%
RFC
430
Regions Financial Corp
Alabama
$2.11M -$322K -2,404 -14%
KWA
431
KCS Wealth Advisory
California
$2.09M +$92.8K +692 +5%
AF
432
Alerus Financial
North Dakota
$2.08M +$124K +926 +7%
WF
433
Welch & Forbes
Massachusetts
$2.07M -$123K -916 -6%
HWA
434
Heritage Wealth Advisors
Virginia
$2.07M -$205K -1,530 -9%
AFAS
435
Acorn Financial Advisory Services
Virginia
$2.06M
RWA
436
River Wealth Advisors
Pennsylvania
$2.04M +$97.2K +725 +5%
AWM
437
Apollon Wealth Management
South Carolina
$2.04M +$17.4K +130 +0.9%
IRF
438
IBM Retirement Fund
New York
$2.02M -$388K -2,896 -17%
MME
439
Meag Munich Ergo
Germany
$1.97M -$962K -7,172 -34%
SC
440
SRB Corp
Massachusetts
$1.96M +$204K +1,520 +12%
Lido Advisors
441
Lido Advisors
California
$1.95M +$474K +3,537 +34%
ATC
442
Argent Trust Co
Tennessee
$1.94M -$26.1K -195 -1%
Mercer Global Advisors
443
Mercer Global Advisors
Colorado
$1.93M -$1.21M -9,005 -40%
S
444
Seeyond
France
$1.91M -$55.1K -411 -3%
IMRF
445
Illinois Municipal Retirement Fund
Illinois
$1.9M
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.86M -$107K -801 -6%
LNC
447
Lincoln National Corp
Pennsylvania
$1.84M -$156K -1,160 -8%
FRA
448
Front Row Advisors
California
$1.84M -$42.1K -314 -3%
VVP
449
Venture Visionary Partners
Ohio
$1.83M -$408K -3,040 -19%
VPIM
450
Vanguard Personalized Indexing Management
California
$1.82M +$799K +5,960 +85%