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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
KBFS
676
Kohmann Bosshard Financial Services
Ohio
$456K +$435K +3,244 New
ACP
677
Arcus Capital Partners
Georgia
$455K +$58.7K +438 +16%
BA
678
Bridgewater Advisors
New York
$454K +$536 +4 +0.1%
CG
679
Caprock Group
Idaho
$451K +$10.6K +79 +3%
RW
680
REDW Wealth
New Mexico
$449K
DWT
681
Dorsey & Whitney Trust
South Dakota
$447K
KIG
682
Kessler Investment Group
Indiana
$443K +$355K +2,651 +533%
PCS
683
Personal CFO Solutions
New Jersey
$441K +$421K +3,138 New
HI
684
Horizon Investments
North Carolina
$438K +$12.1K +90 +3%
DWM
685
Defined Wealth Management
Oregon
$435K
SWM
686
Stockman Wealth Management
Montana
$434K -$6.7K -50 -2%
Walleye Trading
687
Walleye Trading
New York
$432K -$569K -4,247 -58%
AWE
688
Avidian Wealth Enterprises
Texas
$432K +$12.5K +93 +3%
WFPG
689
Waller Financial Planning Group
Ohio
$429K +$1.34K +10 +0.3%
KFP
690
KB Financial Partners
New Jersey
$429K +$200K +1,490 +95%
CAI
691
Capital Advisors Inc
Oklahoma
$423K
BG
692
Bollard Group
Massachusetts
$411K +$1.34K +10 +0.3%
PI
693
Putnam Investments
Massachusetts
$406K -$3.75K -28 -1%
AAM
694
Aureus Asset Management
Massachusetts
$405K +$386K +2,880 New
TCBWMS
695
Texas Capital Bank Wealth Management Services
Texas
$405K +$386K +2,882 New
Dodge & Cox
696
Dodge & Cox
California
$402K -$97.6K -728 -20%
PAS
697
Park Avenue Securities
New York
$389K +$13K +97 +4%
NSAM
698
North Star Asset Management
Wisconsin
$387K
SC
699
Savant Capital
Illinois
$383K +$17.8K +133 +5%
KPW
700
Kore Private Wealth
New York
$382K +$48.8K +364 +15%