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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
KCM
776
Kanawha Capital Management
Virginia
$273K
WB
777
WesBanco Bank
West Virginia
$272K -$11.3K -84 -4%
SWM
778
SeaCrest Wealth Management
New York
$272K +$18.1K +135 +8%
PLFAM
779
Pineno Levin & Ford Asset Management
Virginia
$271K
CFG
780
CKW Financial Group
Hawaii
$270K
BP
781
BBR Partners
New York
$270K +$257K +1,916 New
AC
782
Asio Capital
Kentucky
$267K -$53.6K -400 -17%
PCM
783
Parsons Capital Management
Rhode Island
$267K
SF
784
Summit Financial
New Jersey
$266K +$254K +1,894 New
PA
785
Procyon Advisors
Connecticut
$266K -$804 -6 -0.3%
BDWM
786
Brewin Dolphin Wealth Management
Ireland
$265K
APW
787
Acima Private Wealth
Virginia
$265K
SIC
788
Samalin Investment Counsel
New York
$262K +$8.31K +62 +3%
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$261K +$248K +1,853 New
CANY
790
Caxton Associates (New York)
New York
$260K +$248K +1,850 New
SWA
791
SOA Wealth Advisors
New York
$258K +$5.23K +39 +2%
AIA
792
Alera Investment Advisors
Illinois
$257K -$72.4K -540 -23%
CA
793
Cetera Advisors
Colorado
$254K +$22.1K +165 +10%
BCM
794
Brookstone Capital Management
Illinois
$254K +$242K +1,803 New
AP
795
Appleton Partners
Massachusetts
$254K +$242K +1,804 New
EFS
796
Essex Financial Services
Connecticut
$254K +$242K +1,805 New
RMC
797
Resources Management Corp
Connecticut
$253K
NCM
798
Northside Capital Management
Oregon
$251K
APWM
799
Atlas Private Wealth Management
New York
$248K +$38.9K +290 +20%
XSC
800
X-Square Capital
Puerto Rico
$246K +$239K +1,783 New