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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
WB
726
WesBanco Bank
West Virginia
$218K +$205K +2,030 New
HAIM
727
Hunter Associates Investment Management
Pennsylvania
$215K +$202K +2,000 New
KFS
728
Kurt F. Somerville
$215K +$202K +2,000 New
SCI
729
S&CO Inc
Massachusetts
$215K +$202K +2,000 New
CAN
730
Cetera Advisor Networks
California
$214K -$47.1K -465 -19%
NB
731
Nicolet Bankshares
Wisconsin
$213K
IEFM
732
IQ EQ Fund Management
Ireland
$213K +$201K +1,986 New
AWM
733
Argent Wealth Management
Massachusetts
$212K +$184K +1,813 New
DI
734
Diligent Investors
California
$209K +$197K +1,950 New
FA
735
Faithward Advisors
Pennsylvania
$209K +$197K +1,951 New
GA
736
Geller Advisors
New York
$208K +$196K +1,940 New
ABC
737
Associated Banc-Corp
Wisconsin
$208K +$197K +1,943 New
CFA
738
Carroll Financial Associates
North Carolina
$207K -$2.73K -27 -1%
PLFAM
739
Pineno Levin & Ford Asset Management
Virginia
$207K +$195K +1,926 New
PGFC
740
Peapack-Gladstone Financial Corp
New Jersey
$207K +$195K +1,929 New
PCA
741
Personal Capital Advisors
California
$206K +$195K +1,922 New
CFG
742
CKW Financial Group
Hawaii
$204K
FIM
743
Freedom Investment Management
Connecticut
$203K +$5.77K +57 +3%
APW
744
Acima Private Wealth
Virginia
$202K
KCM
745
Kanawha Capital Management
Virginia
$202K +$190K +1,881 New
RMA
746
Roffman Miller Associates
Pennsylvania
$201K +$189K +1,871 New
RMC
747
Resources Management Corp
Connecticut
$199K
OPS
748
Orion Portfolio Solutions
Nebraska
$199K +$48.9K +483 +35%
LGWM
749
Litman Gregory Wealth Management
California
$193K
SSB
750
Sandy Spring Bank
Maryland
$188K