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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
UBG
526
United Bank (Georgia)
Georgia
$751K +$162K +1,596 +30%
PTC
527
Private Trust Company
Ohio
$747K -$19.3K -191 -3%
SI
528
Stephens Inc
Arkansas
$738K +$143K +1,413 +26%
MFS
529
Mirabella Financial Services
United Kingdom
$738K +$696K +6,871 New
WEC
530
Winslow Evans & Crocker
Massachusetts
$737K -$63.5K -627 -8%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$714K +$312K +3,084 +87%
NIM
532
NuWave Investment Management
New Jersey
$710K +$471K +4,652 +242%
CC
533
Centiva Capital
New York
$710K +$669K +6,609 New
DLA
534
Douglas Lane & Associates
New York
$707K -$31K -306 -4%
OCG
535
Opus Capital Group
Ohio
$705K -$7.59K -75 -1%
ST
536
Smithfield Trust
Pennsylvania
$696K +$38.4K +379 +6%
SCM
537
Shelton Capital Management
Colorado
$695K -$10.5K -104 -2%
MYIA
538
Mount Yale Investment Advisors
Colorado
$669K +$90.5K +894 +17%
BCM
539
Boltwood Capital Management
California
$657K +$126K +1,240 +25%
BRWA
540
B. Riley Wealth Advisors
Florida
$656K +$36.6K +362 +6%
CAPTRUST Financial Advisors
541
CAPTRUST Financial Advisors
North Carolina
$654K +$141K +1,391 +30%
BHC
542
Bowen Hanes & Co
Florida
$644K +$18.2K +180 +3%
DCP
543
DSM Capital Partners
Florida
$644K +$607K +6,000 New
ASN
544
Advisory Services Network
Georgia
$643K -$217K -2,147 -26%
DA
545
Duality Advisers
Florida
$639K +$602K +5,950 New
PA
546
PFG Advisors
Arizona
$637K +$47.1K +465 +9%
GIA
547
Gateway Investment Advisers
Ohio
$633K -$111K -1,097 -16%
GCMG
548
Gyroscope Capital Management Group
Florida
$630K +$13.4K +132 +2%
AT
549
Arden Trust
Delaware
$623K -$107K -1,059 -15%
NA
550
NewEdge Advisors
Louisiana
$619K +$56.4K +557 +11%