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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
PP
576
Pegasus Partners
Wisconsin
$794K +$756K +5,642 New
SI
577
Stephens Inc
Arkansas
$792K -$107K -801 -12%
SS
578
Simplicity Solutions
Minnesota
$792K +$178K +1,331 +31%
DLA
579
Douglas Lane & Associates
New York
$791K -$107K -800 -12%
UCFA
580
United Capital Financial Advisors
Texas
$784K +$170K +1,271 +30%
MCA
581
Mercer Capital Advisers
New Jersey
$780K
WA
582
Wealth Alliance
New York
$772K +$13K +97 +2%
ACP
583
Ashfield Capital Partners
California
$763K +$29.8K +222 +4%
FCH
584
Freestone Capital Holdings
Washington
$762K +$9.79K +73 +1%
QCG
585
Quadrant Capital Group
Ohio
$761K +$11.8K +88 +2%
MPAM
586
Murphy Pohlad Asset Management
Minnesota
$743K
GCMG
587
Gyroscope Capital Management Group
Florida
$742K -$14.9K -111 -2%
PMAS
588
PNC Managed Account Solutions
Texas
$741K +$706K +5,265 New
TI
589
Tidal Investments
Wisconsin
$736K +$357K +2,664 +104%
SPIA
590
Steward Partners Investment Advisory
New York
$734K -$839K -6,255 -55%
ROTUOC
591
Regents of the University of California
California
$732K +$697K +5,200 New
Nomura Holdings
592
Nomura Holdings
Japan
$730K +$716K +5,337 New
OAM
593
Optimal Asset Management
California
$717K
GIA
594
Gateway Investment Advisers
Ohio
$716K -$20.2K -151 -3%
TI
595
Truehand Inc
New Hampshire
$714K
TU
596
TDAM USA
Ontario, Canada
$704K -$23.3K -174 -4%
CGL
597
Clarius Group LLC
Washington
$701K +$12.2K +91 +2%
SIM
598
Sentry Investment Management
Wisconsin
$698K
LSA
599
Leonteq Securities AG
Switzerland
$697K +$234K +1,746 +54%
JFL
600
Jarislowsky, Fraser Ltd
Quebec, Canada
$689K