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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
KPWS
601
Kestra Private Wealth Services
Texas
$688K -$5.63K -42 -0.9%
PWP
602
Personal Wealth Partners
Minnesota
$685K
SWA
603
SFMG Wealth Advisors
Texas
$685K +$35.9K +268 +6%
CCA
604
Checchi Capital Advisers
California
$676K -$1.21K -9 -0.2%
FCI
605
Financial Counselors Inc
Kansas
$675K
IIC
606
Ironwood Investment Counsel
Arizona
$675K
KM
607
Kalos Management
Georgia
$674K -$7.24K -54 -1%
AT
608
Arden Trust
Delaware
$670K +$20.1K +150 +3%
IA
609
Icon Advisers
Colorado
$661K
OC
610
Oppenheimer & Co
New York
$656K -$4.02K -30 -0.6%
CFGS
611
Concourse Financial Group Securities
Alabama
$656K +$68.5K +511 +12%
OPS
612
Orion Portfolio Solutions
Nebraska
$655K +$18.5K +138 +3%
WSFS
613
Wilmington Savings Fund Society
Delaware
$653K
WFI
614
West Family Investments
California
$652K +$621K +4,634 New
SG
615
Strid Group
Pennsylvania
$648K +$184K +1,374 +43%
EP
616
Eudaimonia Partners
Tennessee
$648K +$481K +3,584 +350%
TAM
617
Trust Asset Management
Texas
$646K +$67.2K +501 +12%
FI
618
Fosun International
China
$635K
AIL
619
AGF Investments LLC
Ontario, Canada
$619K +$590K +4,400 New
NSB
620
Norway Savings Bank
Maine
$611K +$44.9K +335 +8%
OCG
621
Opus Capital Group
Ohio
$610K -$56.4K -421 -9%
MAM
622
Meeder Asset Management
Ohio
$609K +$62.5K +466 +12%
CAG
623
Csenge Advisory Group
Florida
$607K -$13.4K -100 -2%
V
624
VeraBank
Texas
$607K +$2.15K +16 +0.4%
NA
625
NewEdge Advisors
Louisiana
$603K -$37.4K -279 -6%