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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
IIC
576
Ironwood Investment Counsel
Arizona
$515K
EIA
577
Edgemoor Investment Advisors
Maryland
$510K
SWA
578
SFMG Wealth Advisors
Texas
$509K
FCI
579
Financial Counselors Inc
Kansas
$508K +$211K +2,088 +79%
S
580
SignatureFD
Georgia
$501K -$27.2K -269 -5%
RWA
581
River Wealth Advisors
Pennsylvania
$501K +$472K +4,665 New
TNB
582
TCF National Bank
South Dakota
$499K +$105K +1,039 +26%
WSFS
583
Wilmington Savings Fund Society
Delaware
$498K -$99.6K -984 -17%
OAM
584
Occidental Asset Management
California
$497K +$5.97K +59 +1%
Walleye Capital
585
Walleye Capital
New York
$497K +$469K +4,630 New
GT
586
Greenleaf Trust
Michigan
$496K +$102K +1,003 +28%
CAG
587
Csenge Advisory Group
Florida
$487K +$138K +1,366 +43%
OC
588
Oppenheimer & Co
New York
$483K -$80.5K -795 -15%
GRP
589
Global Retirement Partners
California
$483K +$13.9K +137 +3%
CAAS
590
Capital Asset Advisory Services
Michigan
$481K +$9.52K +94 +2%
IDBONY
591
Israel Discount Bank of New York
New York
$468K -$65.6K -648 -13%
WAM
592
Wealthspire Advisors (Maryland)
Maryland
$468K -$45.1K -446 -9%
Holocene Advisors
593
Holocene Advisors
New York
$467K +$441K +4,352 New
IG
594
ING Group
Netherlands
$463K -$498K -4,922 -53%
V
595
VeraBank
Texas
$462K +$10.1K +100 +2%
CGL
596
Clarius Group LLC
Washington
$460K +$44.3K +438 +11%
DSC
597
Duncker Streett & Co
Missouri
$451K -$243K -2,400 -36%
VF
598
Virtu Financial
New York
$446K +$420K +4,151 New
ACA
599
Atlas Capital Advisors
Wyoming
$440K -$189K -1,872 -31%
UCFA
600
United Capital Financial Advisors
Texas
$438K +$1.22K +12 +0.3%