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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
HH
626
Hilltop Holdings
Texas
$374K -$6.38K -63 -2%
HC
627
Henshaw Capital
Massachusetts
$372K +$351K +3,466 New
TBA
628
Tower Bridge Advisors
Pennsylvania
$365K
Lido Advisors
629
Lido Advisors
California
$363K -$24.5K -242 -7%
EF
630
Empirical Finance
Pennsylvania
$361K +$42.6K +421 +14%
DW
631
Domani Wealth
Pennsylvania
$359K
PI
632
Putnam Investments
Massachusetts
$359K +$23.2K +229 +7%
CAI
633
Capital Advisors Inc
Oklahoma
$357K
HB
634
Homrich & Berg
Georgia
$356K -$112K -1,107 -25%
VVP
635
Venture Visionary Partners
Ohio
$355K +$86.5K +855 +35%
LSAG
636
Lake Street Advisors Group
New Hampshire
$354K +$6.68K +66 +2%
RB
637
Rodgers Brothers
Pennsylvania
$353K
BJL
638
Brighton Jones LLC
Washington
$352K -$9.11K -90 -3%
BIM
639
Bridges Investment Management
Nebraska
$346K +$19.3K +191 +6%
DT
640
Diversified Trust
Tennessee
$346K +$72.5K +716 +29%
SG
641
Strid Group
Pennsylvania
$345K
SWM
642
Stockman Wealth Management
Montana
$344K -$8.6K -85 -3%
RW
643
REDW Wealth
New Mexico
$343K
CCG
644
Cypress Capital Group
Florida
$336K +$1.92K +19 +0.6%
MAM
645
Meeder Asset Management
Ohio
$335K +$241K +2,377 +319%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$333K +$268K +2,651 +588%
FI
647
Fosun International
China
$333K +$320K +3,160 New
WANY
648
Wealthspire Advisors (New York)
New York
$329K -$437K -4,318 -59%
CG
649
Caprock Group
Idaho
$328K +$7.39K +73 +2%
YMRC
650
Yorktown Management & Research Company
Virginia
$327K +$309K +3,050 New