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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.07M -$29.6K -221 -3%
ZB
527
Zions Bancorporation
Utah
$1.07M +$272K +2,031 +36%
TH
528
TCTC Holdings
Texas
$1.05M
CAN
529
Cetera Advisor Networks
California
$1.05M +$632K +4,714 +171%
HPC
530
HM Payson & Co
Maine
$1.05M
MWM
531
Mission Wealth Management
California
$1.04M -$19.2K -143 -2%
AIP
532
Ameritas Investment Partners
Nebraska
$1.04M +$134 +1 +0%
TCOT
533
Trust Company of Toledo
Ohio
$1.04M
Squarepoint
534
Squarepoint
New York
$1.04M +$988K +7,367 New
CNC
535
Citizens & Northern Corp
Pennsylvania
$1.03M -$83.9K -626 -8%
ACM
536
Allred Capital Management
Texas
$1.03M -$39.7K -296 -4%
Vontobel Holding
537
Vontobel Holding
Switzerland
$1.03M +$362K +2,703 +59%
CNC
538
Canandaigua National Corp
New York
$1.01M -$16.8K -125 -2%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$6.97K +52 +0.7%
WPA
540
West Paces Advisors
Georgia
$995K -$52.2K -389 -5%
BHC
541
Bowen Hanes & Co
Florida
$988K
FTDI
542
First Trust Direct Indexing
Massachusetts
$971K +$209K +1,558 +29%
BC
543
Bartlett & Co
Ohio
$967K
BCWM
544
Bartlett & Co Wealth Management
Ohio
$967K
CA
545
Clearstead Advisors
Ohio
$949K +$65.3K +487 +8%
AG
546
AlphaSimPlex Group
Massachusetts
$943K
SP
547
Symmetry Partners
Connecticut
$942K -$224K -1,671 -20%
AWM
548
Aries Wealth Management
Maine
$941K
EWM
549
Elmwood Wealth Management
California
$936K -$6.7K -50 -0.7%
PA
550
PFG Advisors
Arizona
$936K +$32.8K +245 +4%