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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
FANJ
851
Financial Architects (New Jersey)
New Jersey
$14K
THWM
852
Taylor Hoffman Wealth Management
Virginia
$14K +$13.6K +134 New
CWC
853
Carolinas Wealth Consulting
North Carolina
$13K +$12.6K +124 New
CQS
854
Credential Qtrade Securities
$13K
BBA
855
Braun-Bostich & Associates
Pennsylvania
$12K
MRCM
856
M&R Capital Management
New Jersey
$12K
MHR
857
Matthew Hamilton Rosenberg
$12K +$10.9K +108 New
BAM
858
Bellevue Asset Management
Washington
$11K -$1.32K -13 -11%
FFC
859
First Financial Corp
Indiana
$11K
HF
860
Halpern Financial
Virginia
$10.7K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
861
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$29.9K -295 -76%
SCA
862
Stuart Chaussee & Associates
California
$10K
TIM
863
Tortoise Investment Management
New York
$10K
EWA
864
Evolution Wealth Advisors
Florida
$10K +$9.52K +94 New
SGAM
865
Smith Group Asset Management
Texas
$9K
AAIM
866
Asset Advisors Investment Management
Georgia
$9K +$8.4K +83 New
MSE
867
MUFG Securities EMEA
United Kingdom
$8K -$3.04M -30,002 -100%
AP
868
Atwood & Palmer
Missouri
$8K
GG
869
Gleason Group
Kentucky
$8K
LWM
870
Lenox Wealth Management
Ohio
$8K
TJHA
871
Thomas J. Herzfeld Advisors
Florida
$8K +$6.88K +68 New
JWM
872
Janiczek Wealth Management
Colorado
$8K +$7.9K +78 New
RA
873
Rational Advisors
New York
$7K -$151K -1,490 -96%
TWA
874
TCI Wealth Advisors
Arizona
$7K -$3.44K -34 -34%
ADL
875
Asset Dedication LLC
California
$7K