We are live on ! Find out more
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
BCWM
551
Bartlett & Co Wealth Management
Ohio
$613K
BC
552
Bartlett & Co
Ohio
$613K
FNT
553
First National Trust
Pennsylvania
$604K +$171K +1,685 +43%
Luther King Capital Management (LKCM)
554
Luther King Capital Management (LKCM)
Texas
$601K -$31.2K -308 -5%
MCA
555
Mercer Capital Advisers
New Jersey
$596K +$304K +3,000 +118%
GC
556
Grimes & Company
Massachusetts
$589K
MPAM
557
Murphy Pohlad Asset Management
Minnesota
$576K -$10.1K -100 -2%
ACP
558
Ashfield Capital Partners
California
$574K
S
559
SimplyRich
California
$572K +$12.5K +123 +2%
LS
560
Livforsakringsbolaget Skandia
Sweden
$570K
SL
561
Stevard LLC
Illinois
$567K +$258K +2,544 +93%
SS
562
Simplicity Solutions
Minnesota
$565K +$533K +5,263 New
MME
563
Meag Munich Ergo
Germany
$562K -$143K -1,414 -21%
ROTUOC
564
Regents of the University of California
California
$558K
TI
565
Truehand Inc
New Hampshire
$554K -$101 -1 -0%
FB
566
Fulton Bank
Pennsylvania
$546K +$67.7K +669 +15%
GWS
567
Glassman Wealth Services
Virginia
$541K +$264K +2,604 +107%
FHB
568
First Hawaiian Bank
Hawaii
$540K -$200K -1,971 -28%
AWM
569
Aries Wealth Management
Maine
$539K +$4.55K +45 +0.9%
MWM
570
Mission Wealth Management
California
$533K +$29.2K +288 +6%
KM
571
Kalos Management
Georgia
$530K
JFL
572
Jarislowsky, Fraser Ltd
Quebec, Canada
$526K
PWP
573
Personal Wealth Partners
Minnesota
$523K
SP
574
Symmetry Partners
Connecticut
$522K
CCA
575
Checchi Capital Advisers
California
$520K -$28.5K -282 -6%