We are live on ! Find out more
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
BP
676
Ballentine Partners
Massachusetts
$289K -$5.16K -51 -2%
SWA
677
Sutton Wealth Advisors
Florida
$285K +$4.66K +46 +2%
FHA
678
Flagship Harbor Advisors
Massachusetts
$285K -$95.9K -947 -26%
BRM
679
Boston Research & Management
Massachusetts
$281K
PCG
680
Private Capital Group
Connecticut
$279K +$1.42K +14 +0.5%
CCM
681
Coldstream Capital Management
Washington
$276K +$19.7K +195 +8%
SC
682
Savant Capital
Illinois
$273K +$257K +2,538 New
SCM
683
SOL Capital Management
Maryland
$271K -$86K -850 -25%
FAIM
684
Financial Advocates Investment Management
Washington
$268K +$7.9K +78 +3%
BOTW
685
Bank of the West
California
$265K
B
686
Barings
North Carolina
$265K
WCM
687
Wallace Capital Management
Texas
$262K
TMAM
688
Tokio Marine Asset Management
Japan
$262K +$247K +2,437 New
IC
689
IEQ Capital
California
$258K -$422K -4,173 -63%
HFM
690
Harvest Fund Management
China
$257K +$110K +1,086 +83%
MFG
691
Magnus Financial Group
New York
$257K +$242K +2,393 New
GC
692
Gilbert & Cook
Iowa
$256K
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$255K -$15.8K -156 -6%
VPIM
694
Vanguard Personalized Indexing Management
California
$255K +$241K +2,377 New
AIA
695
Alera Investment Advisors
Illinois
$254K
BDWM
696
Brewin Dolphin Wealth Management
Ireland
$253K
MF
697
Magnetar Financial
Illinois
$252K -$1.04M -10,257 -81%
PIA
698
Powell Investment Advisors
Florida
$252K
PA
699
Pinnacle Associates
New York
$250K -$137K -1,350 -37%
DHFB
700
Dixon Hubard Feinour & Brown
Virginia
$250K -$84.3K -833 -28%