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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
MCM
801
Marathon Capital Management
Maryland
$245K -$9.39K -70 -4%
FI
802
Financial Insights
Washington
$245K +$23.3K +174 New
FA
803
Fermata Advisors
California
$245K +$233K +1,741 New
VFA
804
Voya Financial Advisors
Connecticut
$244K -$467K -3,481 -67%
T
805
TOBAM
France
$244K
BCA
806
Berman Capital Advisors
Georgia
$244K +$48.5K +362 +26%
CCP
807
Clarkston Capital Partners
Michigan
$243K
WP
808
WealthSource Partners
California
$243K +$231K +1,726 New
AAS
809
Avantax Advisory Services
Texas
$240K +$228K +1,703 New
DI
810
Diligent Investors
California
$239K
KC
811
Kinloch Capital
Virginia
$235K
TCMP
812
Thrive Capital Management (Pennsylvania)
Pennsylvania
$234K
DS
813
DRW Securities
Illinois
$233K +$222K +1,657 New
BOPW
814
Brandywine Oak Private Wealth
Pennsylvania
$233K +$223K +1,663 New
WMA
815
Wealth Management Associates
New Jersey
$233K +$222K +1,653 New
NB
816
NBT Bank
New York
$232K
IAN
817
Integrated Advisors Network
Texas
$232K +$221K +1,646 New
PCM
818
Penserra Capital Management
California
$231K +$49.5K +369 +29%
EN1L
819
Engine No 1 LLC
California
$228K +$217K +1,619 New
IAA
820
Independent Advisor Alliance
North Carolina
$228K +$217K +1,619 New
SIA
821
SkyView Investment Advisors
New Jersey
$226K
MSFP
822
Mark Sheptoff Financial Planning
Connecticut
$225K -$67K -500 -24%
CS
823
Comerica Securities
Michigan
$225K +$214K +1,598 New
CAM
824
Carret Asset Management
New York
$225K +$215K +1,600 New
BFPW
825
BOK Financial Private Wealth
Colorado
$225K +$215K +1,602 New