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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
NSB
701
Norway Savings Bank
Maine
$250K +$94.6K +935 +67%
Fisher Asset Management
702
Fisher Asset Management
Washington
$249K -$52.7K -521 -18%
WWM
703
Windsor Wealth Management
Indiana
$248K -$19.5K -193 -8%
IA
704
IFP Advisors
Florida
$247K +$59.2K +585 +34%
LF
705
Lantz Financial
Illinois
$246K +$232K +2,292 New
BDF
706
Balasa Dinverno & Foltz
$245K +$231K +2,278 New
IC
707
InterOcean Capital
Illinois
$244K +$230K +2,274 New
GG
708
Gofen & Glossberg
Illinois
$240K +$227K +2,238 New
PAS
709
Park Avenue Securities
New York
$237K +$224K +2,211 New
PA
710
Procyon Advisors
Connecticut
$236K +$7.39K +73 +3%
DWM
711
Destination Wealth Management
California
$236K +$223K +2,199 New
MA
712
Montag & Associates
Georgia
$236K +$223K +2,202 New
CT
713
Cambridge Trust
Massachusetts
$235K -$81.9K -809 -29%
ARTA
714
A.R.T. Advisors
New York
$235K +$221K +2,185 New
SHWM
715
Smith & Howard Wealth Management
Georgia
$235K +$222K +2,190 New
CF
716
Centaurus Financial
California
$234K +$20.2K +200 +10%
MCM
717
Marathon Capital Management
Maryland
$232K +$219K +2,163 New
FC
718
FORA Capital
Florida
$231K -$18.9K -187 -8%
JWM
719
JGP Wealth Management
Oregon
$227K +$211K +2,084 New
CS
720
Comerica Securities
Michigan
$226K +$213K +2,102 New
QI
721
Qtron Investments
Massachusetts
$226K +$213K +2,107 New
RMCM
722
Reynders McVeigh Capital Management
Massachusetts
$226K +$213K +2,108 New
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$225K
BWAM
724
Boyd Watterson Asset Management
Ohio
$225K +$212K +2,096 New
LP
725
LMR Partners
United Kingdom
$223K +$210K +2,076 New