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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
SPC
826
Sigma Planning Corp
Michigan
$224K -$37.9K -283 -15%
YIA
827
YHB Investment Advisors
Connecticut
$223K
PHAM
828
Palisades Hudson Asset Management
Florida
$222K +$212K +1,579 New
CM
829
Capital Management
Virginia
$222K +$212K +1,580 New
MCM
830
Manchester Capital Management
Vermont
$221K +$8.85K +66 +4%
CCMG
831
Clark Capital Management Group
Pennsylvania
$221K +$210K +1,569 New
NEPPG
832
New England Professional Planning Group
Rhode Island
$220K
BA
833
Bridgewater Associates
Connecticut
$220K +$210K +1,567 New
B
834
Bailard
California
$219K +$208K +1,555 New
NFC
835
Northeast Financial Consultants
Connecticut
$219K +$208K +1,555 New
ABTD
836
Arvest Bank Trust Division
Oklahoma
$219K +$209K +1,557 New
PCM
837
Pointe Capital Management
Michigan
$219K +$209K +1,559 New
CBFP
838
Cedar Brook Financial Partners
Ohio
$219K +$209K +1,560 New
SWP
839
Stratos Wealth Partners
Ohio
$218K +$208K +1,551 New
RIM
840
Rockbridge Investment Management
New York
$217K
DA
841
Dillon & Associates
Michigan
$215K +$205K +1,528 New
CT
842
Columbia Trust
Oregon
$214K +$204K +1,519 New
HFG
843
Heron Financial Group
New York
$214K +$204K +1,519 New
PP
844
Patron Partners
Texas
$211K -$58.1K -433 -22%
AWA
845
Aaron Wealth Advisors
Illinois
$210K +$200K +1,495 New
BS
846
Banco Santander
Spain
$205K +$195K +1,458 New
SB
847
Sunflower Bank
Texas
$201K +$191K +1,428 New
BB
848
Busey Bank
Illinois
$200K +$191K +1,425 New
M
849
Mirova
France
$198K -$30.3K -226 -14%
PCH
850
Polar Capital Holdings
United Kingdom
$192K -$217K -1,619 -0.1%