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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
PA
726
Pinnacle Associates
New York
$326K -$4.96K -37 -2%
CF
727
Centaurus Financial
California
$326K +$17.7K +132 +6%
MYLI
728
Meiji Yasuda Life Insurance
Japan
$323K -$13.9K -104 -4%
LF
729
Lantz Financial
Illinois
$322K
CCG
730
Cypress Capital Group
Florida
$321K +$24.7K +184 +9%
ICG
731
InterOcean Capital Group
Tennessee
$320K
BIP
732
Blueprint Investment Partners
North Carolina
$317K -$65.8K -491 -18%
AC
733
Abbrea Capital
California
$316K
IWM
734
IHT Wealth Management
Illinois
$315K +$6.84K +51 +2%
GC
735
Gilbert & Cook
Iowa
$313K
IEFM
736
IQ EQ Fund Management
Ireland
$313K
PCP
737
Proficio Capital Partners
Massachusetts
$312K +$134 +1 +0%
RWM
738
RKL Wealth Management
Pennsylvania
$310K -$67K -500 -18%
MA
739
Montag & Associates
Georgia
$310K
DWM
740
Destination Wealth Management
California
$309K
GL
741
Graypoint LLC
New York
$309K +$47.9K +357 +19%
SHWM
742
Smith & Howard Wealth Management
Georgia
$308K
LOAMS
743
Lombard Odier Asset Management (Switzerland)
Switzerland
$308K +$293K +2,187 New
AWM
744
Accurate Wealth Management
Florida
$303K +$289K +2,156 New
RT
745
Rockland Trust
Massachusetts
$302K -$81K -604 -22%
GA
746
Geller Advisors
New York
$300K +$268 +2 +0.1%
AF
747
Advisornet Financial
Minnesota
$299K
FIM
748
Freedom Investment Management
Connecticut
$298K +$939 +7 +0.3%
FF
749
FourThought Financial
Florida
$296K +$55.6K +415 +25%
WSTAM
750
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$13.4K -100 -5%