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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
TCA
476
Transcend Capital Advisors
New Jersey
$1.55M -$4.02K -30 -0.3%
CM
477
Caption Management
Oklahoma
$1.55M +$1.47M +11,000 New
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$1.51M -$91.8K -685 -6%
BPC
479
Banque Pictet & Cie
Switzerland
$1.49M
SIA
480
Strategic Investment Advisors
Michigan
$1.46M -$49.9K -372 -3%
VAS
481
Vestmark Advisory Solutions
Massachusetts
$1.44M +$36.7K +274 +3%
SFS
482
Sowell Financial Services
Arkansas
$1.44M +$3.75K +28 +0.3%
CTA
483
Chesley Taft & Associates
Illinois
$1.43M -$35.7K -266 -3%
CAM
484
Cresset Asset Management
Illinois
$1.41M -$593K -4,426 -31%
CK
485
Cohen Klingenstein
New York
$1.41M
HIC
486
Hartline Investment Corp
Illinois
$1.41M
Cambridge Investment Research Advisors
487
Cambridge Investment Research Advisors
Iowa
$1.4M +$67.3K +502 +5%
BAM
488
Belpointe Asset Management
Nevada
$1.4M +$250K +1,864 +23%
CAPTRUST Financial Advisors
489
CAPTRUST Financial Advisors
North Carolina
$1.38M -$312K -2,329 -19%
AWM
490
Altium Wealth Management
New York
$1.38M -$41.7K -311 -3%
FNT
491
First National Trust
Pennsylvania
$1.38M +$37.9K +283 +3%
ACM
492
Ativo Capital Management
Illinois
$1.37M
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$1.36M
CI
494
CX Institutional
Indiana
$1.36M +$24.9K +186 +2%
RIG
495
Roosevelt Investment Group
New York
$1.35M +$40.9K +305 +3%
GC
496
Grimes & Company
Massachusetts
$1.33M
JHP
497
James Hambro & Partners
United Kingdom
$1.29M
ACM
498
AlphaCrest Capital Management
New York
$1.28M -$1.21M -9,001 -50%
HCM
499
Howland Capital Management
Massachusetts
$1.27M
HBT
500
Hills Bank & Trust
Iowa
$1.25M -$20.5K -153 -2%