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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
CIBC World Market
651
CIBC World Market
Ontario, Canada
$325K +$306K +3,024 New
WWM
652
Western Wealth Management
Colorado
$324K -$18.1K -179 -6%
MCM
653
Manchester Capital Management
Vermont
$324K
AC
654
Asio Capital
Kentucky
$322K -$30.4K -300 -9%
WFPG
655
Waller Financial Planning Group
Ohio
$322K +$1.22K +12 +0.4%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$322K +$60.8K +601 +25%
BFM
657
Boston Financial Management
Massachusetts
$318K +$48.6K +480 +19%
DWT
658
Dorsey & Whitney Trust
South Dakota
$316K +$24.9K +246 +9%
AA
659
Advisory Alpha
Michigan
$315K
BG
660
Bollard Group
Massachusetts
$312K +$294K +2,908 New
CAW
661
Cornerstone Advisors (Washington)
Washington
$310K +$15.8K +156 +6%
APA
662
American Portfolios Advisors
New York
$308K -$12.7K -125 -4%
SPIA
663
Steward Partners Investment Advisory
New York
$308K +$24.7K +244 +9%
Dodge & Cox
664
Dodge & Cox
California
$307K
AWM
665
Aberdeen Wealth Management
Illinois
$307K +$43K +425 +17%
AI
666
Atom Investors
Texas
$301K +$284K +2,806 New
AIP
667
ARS Investment Partners
New York
$298K -$22.8K -225 -8%
FFA
668
First Foundation Advisors
California
$295K -$451K -4,454 -62%
NSAM
669
North Star Asset Management
Wisconsin
$295K
CIM
670
Contravisory Investment Management
Massachusetts
$295K +$77.5K +766 +39%
EMG
671
ETF Managers Group
New Jersey
$293K -$27.2K -269 -9%
AWE
672
Avidian Wealth Enterprises
Texas
$291K +$34.6K +342 +14%
RWM
673
RKL Wealth Management
Pennsylvania
$290K -$93.9K -928 -26%
WKWM
674
Walter & Keenan Wealth Management
Indiana
$290K +$273K +2,700 New
CTC
675
Central Trust Company
Missouri
$289K -$719K -7,101 -73%