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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
LIA
501
LS Investment Advisors
Michigan
$1.25M -$1.73M -12,874 -59%
DCP
502
DSM Capital Partners
Florida
$1.24M -$135K -1,010 -10%
WA1
503
Wimmer Associates 1
California
$1.24M -$5.9K -44 -0.5%
TW
504
TrinityPoint Wealth
Connecticut
$1.23M +$3.08K +23 +0.3%
MYIA
505
Mount Yale Investment Advisors
Colorado
$1.22M +$12.2K +91 +1%
MGIA
506
Moneta Group Investment Advisors
Missouri
$1.21M +$55.1K +411 +5%
NRS
507
Neville Rodie & Shaw
New York
$1.2M
LS
508
Livforsakringsbolaget Skandia
Sweden
$1.2M +$134K +1,000 +13%
CG
509
Cutler Group
California
$1.2M +$1.09M +8,148 +2,328%
EBT
510
Enterprise Bank & Trust
Massachusetts
$1.19M +$10.5K +78 +0.9%
DCM
511
Donaldson Capital Management
Indiana
$1.19M -$118K -881 -9%
EWM
512
Evercore Wealth Management
New York
$1.19M -$46.9K -350 -4%
IA
513
IndexIQ Advisors
New York
$1.17M +$28.7K +214 +3%
WIC
514
Wilkins Investment Counsel
Massachusetts
$1.16M
PFO
515
Pathstone Family Office
New Jersey
$1.15M +$409K +3,053 +60%
IC
516
IEQ Capital
California
$1.14M +$245K +1,830 +29%
RJT
517
Raymond James Trust
Florida
$1.13M -$19.2K -143 -2%
TSW
518
Thompson Siegel & Walmsley
Virginia
$1.12M
QI
519
QS Investors
New York
$1.12M +$60.6K +452 +6%
AAS
520
Annex Advisory Services
Wisconsin
$1.11M -$34.7K -259 -3%
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M
WI
522
Wintrust Investments
Illinois
$1.09M -$101K -753 -9%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$1.09M +$14.6K +109 +1%
PA
524
Profund Advisors
Maryland
$1.08M -$39.2K -292 -4%
UBG
525
United Bank (Georgia)
Georgia
$1.08M -$19.3K -144 -2%