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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
WIC
501
Wilkins Investment Counsel
Massachusetts
$885K
VFA
502
Voya Financial Advisors
Connecticut
$878K -$226K -2,231 -21%
BAM
503
Belpointe Asset Management
Nevada
$866K +$7.79K +77 +1%
VAS
504
Vestmark Advisory Solutions
Massachusetts
$861K +$176K +1,742 +28%
EI
505
Ethic Inc
New York
$860K -$28K -277 -3%
VIA
506
Vident Investment Advisory
Georgia
$860K +$100K +988 +14%
QI
507
QS Investors
New York
$858K +$162K +1,602 +25%
PA
508
Profund Advisors
Maryland
$854K +$26.1K +258 +3%
WPA
509
West Paces Advisors
Georgia
$849K -$17.2K -170 -2%
WA
510
Wealth Alliance
New York
$842K +$68.5K +677 +9%
TSW
511
Thompson Siegel & Walmsley
Virginia
$839K
RCM
512
RNC Capital Management
California
$837K +$239K +2,364 +44%
CNC
513
Citizens & Northern Corp
Pennsylvania
$826K -$23.3K -230 -3%
HPC
514
HM Payson & Co
Maine
$814K
CI
515
Conning Inc
Connecticut
$811K +$60.2K +595 +9%
QCMC
516
Quantum Capital Management (California)
California
$811K +$765K +7,553 New
TH
517
TCTC Holdings
Texas
$805K -$24.5K -242 -3%
CIC
518
Carnegie Investment Counsel
Ohio
$795K +$18K +178 +2%
TU
519
TDAM USA
Ontario, Canada
$786K -$79.5K -785 -10%
TCOT
520
Trust Company of Toledo
Ohio
$784K
CIA
521
Capital Investment Advisors
Georgia
$778K +$1.22K +12 +0.2%
CC
522
Chicago Capital
Illinois
$773K
CNC
523
Canandaigua National Corp
New York
$770K +$726K +7,171 New
VanEck Associates
524
VanEck Associates
New York
$766K -$2.19M -21,599 -75%
EWM
525
Elmwood Wealth Management
California
$761K -$86.7K -857 -11%