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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
ST
551
Smithfield Trust
Pennsylvania
$928K
GF
552
Gries Financial
Ohio
$908K
NG
553
NatWest Group
United Kingdom
$906K
TCM
554
Tuttle Capital Management
Connecticut
$903K +$861K +6,419 New
SCM
555
Shelton Capital Management
Colorado
$888K -$846K -6,312 -50%
EGM
556
Engineers Gate Manager
New York
$882K +$69.9K +521 +9%
EIA
557
Edgemoor Investment Advisors
Maryland
$881K
CIA
558
Capital Investment Advisors
Georgia
$869K -$41K -306 -5%
BCM
559
Boltwood Capital Management
California
$869K -$15.2K -113 -2%
CI
560
Conning Inc
Connecticut
$868K -$91.7K -684 -10%
VWM
561
Venturi Wealth Management
Texas
$868K +$8.71K +65 +1%
GT
562
Greenleaf Trust
Michigan
$858K +$24.1K +180 +3%
EF
563
Empirical Finance
Pennsylvania
$850K +$115K +856 +17%
ASN
564
Advisory Services Network
Georgia
$845K +$353K +2,634 +78%
WA
565
WestEnd Advisors
North Carolina
$844K
S
566
SignatureFD
Georgia
$835K +$78.4K +585 +11%
FWCM
567
Ferguson Wellman Capital Management
Oregon
$832K -$282K -2,100 -26%
BJL
568
Brighton Jones LLC
Washington
$831K +$21.1K +157 +3%
NW
569
NewEdge Wealth
Pennsylvania
$830K -$178K -1,331 -18%
RWA
570
Ropes Wealth Advisors
Massachusetts
$825K
S
571
SimplyRich
California
$815K +$40.2K +300 +5%
KFS
572
Kelly Financial Services
Massachusetts
$815K +$15.3M +113,839 +13,968%
BWAM
573
Boyd Watterson Asset Management
Ohio
$810K +$414K +3,088 +116%
TPCW
574
TD Private Client Wealth
New York
$803K +$246K +1,833 +47%
GIA
575
Gladstone Institutional Advisory
Florida
$795K +$758K +5,652 New