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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
DCM
476
Donaldson Capital Management
Indiana
$1.05M -$5.57K -55 -0.6%
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$1.05M -$26.8K -265 -3%
AWA
478
Arete Wealth Advisors
Illinois
$1.01M -$11.5K -114 -1%
FWCM
479
Ferguson Wellman Capital Management
Oregon
$1.01M
BPC
480
Banque Pictet & Cie
Switzerland
$1.01M
VC
481
Voit & Company
Wisconsin
$1M -$334K -3,295 -26%
JHP
482
James Hambro & Partners
United Kingdom
$986K
ACM
483
Allred Capital Management
Texas
$983K +$5.77K +57 +0.6%
CI
484
CX Institutional
Indiana
$983K +$25.3K +250 +3%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$979K -$228K -2,254 -20%
LNC
486
Lincoln National Corp
Pennsylvania
$979K -$150K -1,481 -14%
AHB
487
Abner Herrman & Brock
New Jersey
$952K +$633K +6,251 +239%
BPA
488
Beacon Pointe Advisors
California
$946K -$29.8K -294 -3%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$935K +$46K +454 +6%
EWM
490
Evercore Wealth Management
New York
$932K -$85.1K -841 -9%
HCM
491
Howland Capital Management
Massachusetts
$926K -$39.1K -386 -4%
TPCW
492
TD Private Client Wealth
New York
$923K +$94.6K +935 +12%
AIP
493
Ameritas Investment Partners
Nebraska
$918K -$1.52K -15 -0.2%
NRS
494
Neville Rodie & Shaw
New York
$916K
HBT
495
Hills Bank & Trust
Iowa
$907K +$147K +1,457 +21%
MIAS
496
Mason Investment Advisory Services
Virginia
$901K +$223K +2,204 +36%
RJT
497
Raymond James Trust
Florida
$898K +$63.6K +628 +8%
AIC
498
Aurora Investment Counsel
Georgia
$896K -$275K -2,720 -25%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$894K
CSS
500
Cubist Systematic Strategies
Connecticut
$893K -$5.96M -58,886 -88%