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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
GWS
701
Glassman Wealth Services
Virginia
$380K -$334K -2,491 -48%
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$380K +$50.7K +378 +16%
FB
703
Fulton Bank
Pennsylvania
$379K -$53.9K -402 -13%
ST
704
Sageworth Trust
Pennsylvania
$379K +$361K +2,693 New
SWA
705
Sutton Wealth Advisors
Florida
$374K
LJHT
706
Laurie J. Hall Trustee
$372K
BP
707
Ballentine Partners
Massachusetts
$371K -$11.9K -89 -3%
DDC
708
DF Dent & Co
Maryland
$371K +$31.2K +233 +10%
RIM
709
Reliant Investment Management
Tennessee
$369K +$58.3K +435 +20%
BRM
710
Boston Research & Management
Massachusetts
$368K
RIM
711
Redwood Investment Management
Arizona
$366K -$636K -4,746 -65%
WCA
712
Westover Capital Advisors
Delaware
$366K -$2.01K -15 -0.6%
Cetera Investment Advisers
713
Cetera Investment Advisers
Illinois
$366K +$349K +2,602 New
NP
714
NorthRock Partners
Minnesota
$360K -$19.7K -147 -5%
WKWM
715
Walter & Keenan Wealth Management
Indiana
$359K -$20.1K -150 -6%
SCM
716
SOL Capital Management
Maryland
$355K
CWC
717
Carolinas Wealth Consulting
North Carolina
$346K -$15.7K -117 -5%
AIP
718
ARS Investment Partners
New York
$345K -$13.4K -100 -4%
WCM
719
Wallace Capital Management
Texas
$344K
AWM
720
Aberdeen Wealth Management
Illinois
$343K
PG
721
Pendal Group
Australia
$338K +$322K +2,404 New
FHA
722
Flagship Harbor Advisors
Massachusetts
$335K -$35.5K -265 -10%
MCM
723
MAI Capital Management
Ohio
$333K +$33K +246 +12%
FAM
724
Fulcrum Asset Management
United Kingdom
$331K
PIA
725
Powell Investment Advisors
Florida
$331K