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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
SNT
776
Security National Trust
West Virginia
$91K
HIA
777
Harbor Investment Advisory
Maryland
$89K +$607 +6 +0.7%
KFS
778
Kelly Financial Services
Massachusetts
$87.5K
BCA
779
Berman Capital Advisors
Georgia
$84K +$15.8K +156 +25%
EI
780
Ellevest Inc
New York
$82K +$24.1K +238 +45%
SFSIG
781
San Francisco Sentry Investment Group
California
$81K -$11.9K -118 -14%
CFN
782
Cordasco Financial Network
Florida
$81K
TFGT
783
TS Financial Group (TSFG)
Illinois
$77K
PGAM
784
Princeton Global Asset Management
New Jersey
$76K
First Manhattan
785
First Manhattan
New York
$74K +$15.8K +156 +29%
MF
786
Manchester Financial
California
$72K
TAIM
787
TD Ameritrade Investment Management
Nebraska
$72K +$7.19K +71 +12%
BWM
788
BerganKDV Wealth Management
Minnesota
$67K +$16K +158 +34%
FAM
789
Fred Alger Management
New York
$65K -$13K -128 -18%
JCM
790
Jacobi Capital Management
Pennsylvania
$64K
PA
791
Perennial Advisors
New York
$64K +$60.3K +596 New
CCA
792
Column Capital Advisors
Indiana
$63K +$57.3K +566 +2,021%
BL
793
Balentine LLC
Georgia
$62K +$9.11K +90 +18%
NO
794
Ninety One
South Africa
$61K
APWM
795
Atlas Private Wealth Management
New York
$60K +$32.9K +325 +139%
PCTC
796
Perkins Coie Trust Company
Washington
$55K -$709 -7 -1%
RIM
797
Rockbridge Investment Management
New York
$55K +$51.4K +508 New
VIM
798
Veritas Investment Management
United Kingdom
$54K
AIM
799
AIA Investment Management
Singapore
$52K
PFBT
800
Parkside Financial Bank & Trust
Missouri
$50K -$1.32K -13 -3%