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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
CA
751
Clearstead Advisors
Ohio
$176K
CIA
752
CSat Investment Advisory
Michigan
$165K +$24.7K +244 +19%
PCM
753
Penserra Capital Management
California
$163K -$11.2K -111 -7%
IA
754
IndexIQ Advisors
New York
$160K +$133K +1,317 +748%
TF
755
Tompkins Financial
New York
$154K
AF
756
Advisornet Financial
Minnesota
$153K -$19.6K -194 -12%
NIT
757
NumerixS Investment Technologies
British Columbia, Canada
$150K -$60.7K -600 -30%
NC
758
Nicholas Company
Wisconsin
$150K
KPW
759
Kore Private Wealth
New York
$148K -$25.7K -254 -16%
EP
760
Eudaimonia Partners
Tennessee
$138K -$32.2K -318 -20%
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$137K +$1.72K +17 +1%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$132K +$911 +9 +0.7%
SBSB
763
Sullivan, Bruyette, Speros & Blaney
Virginia
$129K -$7.59K -75 -6%
KLWA
764
Kelly Lawrence W & Associates
California
$129K
Twin Tree Management
765
Twin Tree Management
Texas
$127K -$624K -6,166 -84%
CI Investments Inc
766
CI Investments Inc
Ontario, Canada
$119K -$14.2M -140,738 -99%
DWA
767
Dougherty Wealth Advisers
Minnesota
$106K
CCM
768
Covington Capital Management
California
$104K
PMFA
769
Plante Moran Financial Advisors
Michigan
$104K +$70.4K +695 +257%
MA
770
MUFG Americas
New York
$102K -$9.41K -93 -9%
PWP
771
Principle Wealth Partners
Connecticut
$102K +$96.2K +950 New
BFC
772
Bedel Financial Consulting
Indiana
$100K -$506 -5 -0.5%
VFA
773
Valeo Financial Advisors
Indiana
$98K +$36.8K +364 +66%
RWA
774
Ropes Wealth Advisors
Massachusetts
$92K
WB
775
Webster Bank
Connecticut
$91K -$1.01K -10 -1%