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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
TMAM
651
Tokio Marine Asset Management
Japan
$511K +$45.5K +339 +10%
HB
652
Homrich & Berg
Georgia
$500K +$74.7K +557 +19%
APA
653
American Portfolios Advisors
New York
$500K +$71.3K +532 +18%
BWM
654
Buckley Wealth Management
Nevada
$499K +$10.2K +76 +2%
NCM
655
Noesis Capital Mangement
Florida
$495K -$536 -4 -0.1%
BONH
656
Bank of New Hampshire
New Hampshire
$495K +$471K +3,516 New
T
657
TrueFG
Texas
$492K
4WM
658
44 Wealth Management
Oregon
$490K +$16.4K +122 +4%
RMCM
659
Reynders McVeigh Capital Management
Massachusetts
$489K +$22K +164 +5%
HC
660
Henshaw Capital
Massachusetts
$488K
WWM
661
Western Wealth Management
Colorado
$487K -$19.7K -147 -4%
CIM
662
Contravisory Investment Management
Massachusetts
$484K +$38.1K +284 +9%
MC
663
Moors & Cabot
Massachusetts
$482K +$17.2K +128 +4%
CCM
664
Coldstream Capital Management
Washington
$482K +$29.6K +221 +7%
TBA
665
Tower Bridge Advisors
Pennsylvania
$478K
RL
666
Ruffer LLP
United Kingdom
$478K
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$478K +$13.7K +102 +3%
CAAS
668
Capital Asset Advisory Services
Michigan
$474K -$83.1K -620 -16%
LSAG
669
Lake Street Advisors Group
New Hampshire
$472K +$939 +7 +0.2%
CFB
670
Cullen/Frost Bankers
Texas
$472K +$15.3K +114 +4%
PCA
671
Personal Capital Advisors
California
$472K +$118K +878 +35%
DW
672
Domani Wealth
Pennsylvania
$470K
SWA
673
Stratos Wealth Advisors
Ohio
$469K +$206K +1,538 +86%
RB
674
Rodgers Brothers
Pennsylvania
$457K
FMLI
675
Fukoku Mutual Life Insurance
Japan
$456K -$40.2K -300 -8%