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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
PWMG
826
Prestige Wealth Management Group
New Jersey
$32K +$3.85K +38 +15%
TL
827
TrueWealth LLC
Georgia
$31K -$1.82K -18 -6%
POIA
828
Pin Oak Investment Advisors
Texas
$31K
AW
829
Alpha Windward
Massachusetts
$30K -$10.7K -106 -28%
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$5.77K +57 +27%
VEA
831
Virtus ETF Advisers
New York
$28K +$26.5K +262 New
SL
832
Savior LLC
Massachusetts
$26K +$3.34K +33 +16%
FHA
833
First Horizon Advisors
Tennessee
$26K +$3.85K +38 +18%
AA
834
Ancora Advisors
Ohio
$25K +$23.9K +236 New
CAC
835
Certified Advisory Corp
Florida
$24K
EARNEST Partners
836
EARNEST Partners
Georgia
$24K
IRC
837
Investors Research Corp
Georgia
$24K
WB
838
West Bancorporation
Iowa
$24K
AIL
839
AGF Investments LLC
Ontario, Canada
$23K +$14.7K +145 +204%
LWA
840
Lenox Wealth Advisors
New York
$22K
APC
841
Aspire Private Capital
North Carolina
$22K +$19.9K +197 +2,814%
AWA
842
Arkadios Wealth Advisors
Georgia
$21.8K +$11.7K +116 +141%
AF
843
Allworth Financial
California
$18K
HDIM
844
Hanson & Doremus Investment Management
Vermont
$18K
AA
845
AlphaMark Advisors
Kentucky
$18K +$15.2K +150 +750%
SIM
846
Sonora Investment Management
Arizona
$17K +$304 +3 +2%
Loomis, Sayles & Company
847
Loomis, Sayles & Company
Massachusetts
$16K -$911 -9 -6%
NG
848
NWK Group
California
$16K +$14.7K +145 New
TCOV
849
Trust Company of Vermont
Vermont
$15K -$274K -2,710 -95%
EW
850
Evoke Wealth
California
$14K -$49.1K -485 -80%