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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
GWM
801
Geneos Wealth Management
Colorado
$49K -$4.05K -40 -8%
GI
802
Gradient Investments
Minnesota
$48K +$10.2K +101 +29%
PI
803
PineBridge Investments
New York
$47K +$44.2K +437 New
FBT
804
First Bank & Trust
South Dakota
$46K -$12K -119 -22%
JGIA
805
Jackson Grant Investment Advisers
Connecticut
$46K +$202 +2 +0.5%
GEA
806
Glen Eagle Advisors
New Jersey
$45.6K
LC
807
Lindbrook Capital
California
$45K -$9.21K -91 -18%
GAM
808
Gemmer Asset Management
California
$44K
EIP
809
Ellis Investment Partners
Pennsylvania
$43K -$9.52K -94 -19%
RTC
810
Riverview Trust Company
Washington
$43K
AFS
811
Aft Forsyth & Sober
Florida
$43K +$40.5K +400 New
VAIA
812
Virtus Alternative Investment Advisers
Connecticut
$42K -$38.8K -383 -49%
AWM
813
Avior Wealth Management
Nebraska
$42K +$38.8K +383 +2,253%
EFSCE
814
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$101 -1 -0.3%
VCM
815
Versant Capital Management
Arizona
$41K +$1.72K +17 +5%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K -$211K -2,089 -85%
SC
817
Solstein Capital
California
$40K
ICM
818
Islay Capital Management
Texas
$38K -$15.2K -150 -30%
KPCM
819
Kings Point Capital Management
New York
$38K -$7.59K -75 -17%
SCM
820
Silvant Capital Management
Georgia
$38K
TFO
821
Tarbox Family Office
California
$36K +$1.42K +14 +4%
ZB
822
Zions Bancorporation
Utah
$36K +$3.14K +31 +10%
HWM
823
HighMark Wealth Management
Minnesota
$33K +$202 +2 +0.7%
SLF
824
Sun Life Financial
Ontario, Canada
$32K -$607 -6 -2%
TF
825
TimeScale Financial
Massachusetts
$32K