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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
DSC
626
Duncker Streett & Co
Missouri
$591K
OIA
627
OneDigital Investment Advisors
Kansas
$589K +$114K +851 +26%
HH
628
Hilltop Holdings
Texas
$582K -$11.9K -89 -2%
Luther King Capital Management (LKCM)
629
Luther King Capital Management (LKCM)
Texas
$580K +$231K +1,722 +72%
JPG
630
Jordan Park Group
California
$578K +$175K +1,306 +47%
CC
631
Centiva Capital
New York
$576K +$549K +4,094 New
JWM
632
JGP Wealth Management
Oregon
$575K +$94.1K +702 +21%
AUB
633
Atlantic Union Bankshares
Virginia
$574K
WG
634
Winton Group
United Kingdom
$571K +$544K +4,057 New
RR
635
Robotti Robert
$563K
MMHP
636
Murphy Middleton Hinkle & Parker
Georgia
$562K
MOS
637
MGO One Seven
Ohio
$559K +$247K +1,839 +86%
Assenagon Asset Management
638
Assenagon Asset Management
Luxembourg
$553K +$8.71K +65 +2%
PP
639
Prospector Partners
Connecticut
$549K
MGIA
640
Matthew Goff Investment Advisor
Texas
$547K
PA
641
Parallel Advisors
California
$546K +$75.9K +566 +17%
HCM
642
Hutchinson Capital Management
California
$531K
GRP
643
Global Retirement Partners
California
$531K +$2.41K +18 +0.5%
CT
644
Caldwell Trust
Florida
$530K -$4.56K -34 -0.9%
AFP
645
Ausdal Financial Partners
Iowa
$529K -$3.22K -24 -0.6%
GG
646
Gofen & Glossberg
Illinois
$526K
HIIFS
647
Harel Insurance Investments & Financial Services
Israel
$518K -$74.5K -556 -33%
DADC
648
D.A. Davidson & Co
Montana
$517K -$5.5K -41 -1%
BRWA
649
B. Riley Wealth Advisors
Florida
$517K +$10.5K +78 +2%
IBOK
650
Independence Bank of Kentucky
Kentucky
$512K -$17.4K -130 -3%