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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
FRA
451
Front Row Advisors
California
$1.32M
SFS
452
Sowell Financial Services
Arkansas
$1.31M -$1.07M -10,574 -46%
ATC
453
Argent Trust Co
Tennessee
$1.31M +$97.3K +961 +9%
PRC
454
Pearl River Capital
Michigan
$1.3M +$987K +9,754 +420%
SCM
455
Stevens Capital Management
Pennsylvania
$1.29M +$1.21M +11,975 New
AWM
456
AE Wealth Management
Kansas
$1.28M +$492K +4,863 +69%
HAG
457
HighPoint Advisor Group
Illinois
$1.27M +$20.2K +200 +2%
IA
458
Icon Advisers
Colorado
$1.25M
DBIA
459
Dumont & Blake Investment Advisors
New Jersey
$1.24M +$12.8K +126 +1%
TRCT
460
Tower Research Capital (TRC)
New York
$1.22M +$484K +4,782 +72%
NG
461
NatWest Group
United Kingdom
$1.21M
PHK
462
Point72 Hong Kong
Hong Kong
$1.18M +$1.01M +9,993 +997%
AG
463
AlphaSimPlex Group
Massachusetts
$1.18M +$1.11M +10,968 New
FPS
464
Fieldpoint Private Securities
Connecticut
$1.18M +$23.7K +234 +2%
PAM
465
Paradigm Asset Management
New York
$1.17M -$101K -1,000 -8%
RWB
466
RMR Wealth Builders
New Jersey
$1.17M +$1.1M +10,890 New
BBNA
467
Bremer Bank National Association
Minnesota
$1.17M +$69.6K +688 +7%
AC
468
Avestar Capital
New York
$1.17M -$76.5K -756 -7%
CTA
469
Chesley Taft & Associates
Illinois
$1.14M -$9.11K -90 -0.8%
WI
470
Wintrust Investments
Illinois
$1.14M -$19.2K -190 -2%
TW
471
TrinityPoint Wealth
Connecticut
$1.12M +$427K +4,217 +68%
WA1
472
Wimmer Associates 1
California
$1.09M -$25.8K -255 -3%
MBTD
473
Mechanics Bank - Trust Department
California
$1.08M +$181K +1,785 +21%
CK
474
Cohen Klingenstein
New York
$1.07M
AWM
475
Altium Wealth Management
New York
$1.07M +$111K +1,099 +12%