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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
YMRC
751
Yorktown Management & Research Company
Virginia
$294K
FWM
752
FFT Wealth Management
Pennsylvania
$294K +$280K +2,090 New
FHB
753
First Hawaiian Bank
Hawaii
$292K -$80.7K -602 -22%
CWP
754
Curated Wealth Partners
California
$291K +$32.3K +241 +13%
BDF
755
Balasa Dinverno & Foltz
$288K
BOTW
756
Bank of the West
California
$286K -$7.51K -56 -3%
AHB
757
Abner Herrman & Brock
New Jersey
$286K
MWA
758
Meridian Wealth Advisors
Texas
$286K +$273K +2,034 New
SFO
759
Stokes Family Office
Louisiana
$286K +$273K +2,034 New
WCWM
760
Willow Creek Wealth Management
California
$285K
BIM
761
Bridges Investment Management
Nebraska
$282K -$291K -2,169 -52%
AA
762
Advisory Alpha
Michigan
$282K -$76.8K -573 -22%
HAIM
763
Hunter Associates Investment Management
Pennsylvania
$281K
SCI
764
S&CO Inc
Massachusetts
$281K
S
765
Surevest
California
$281K
DBT
766
Dubuque Bank & Trust
Iowa
$281K +$268K +2,000 New
DY
767
Dowling & Yahnke
California
$280K +$267K +1,992 New
CFD
768
Creative Financial Designs
Indiana
$278K -$380K -2,837 -59%
NB
769
Nicolet Bankshares
Wisconsin
$278K
FA
770
Faithward Advisors
Pennsylvania
$278K +$804 +6 +0.3%
BSW
771
Buckingham Strategic Wealth
Missouri
$277K +$268 +2 +0.1%
KCM
772
Kathmere Capital Management
Pennsylvania
$276K
LBD
773
Landsberg Bennett & Dubbaneh
Florida
$275K +$34.6K +258 +15%
BFM
774
Boston Financial Management
Massachusetts
$274K
MPPW
775
Mitchell & Pahl Private Wealth
Oklahoma
$274K