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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
HWMA
851
Heritage Wealth Management (Arizona)
Arizona
$191K -$7.37K -55 -4%
FMII
852
Farmers & Merchants Investments Inc
Nebraska
$190K +$9.52K +71 +6%
SWM
853
Spire Wealth Management
Virginia
$189K -$68.5K -511 -28%
HI
854
Harbour Investments
Wisconsin
$189K +$28.8K +215 +19%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$165K -$536 -4 -0.3%
HIA
856
Harbor Investment Advisory
Maryland
$160K +$7.37K +55 +5%
PCG
857
Private Capital Group
Connecticut
$158K -$2.41K -18 -2%
EI
858
Ellevest Inc
New York
$157K +$66.9K +499 +81%
GC
859
Garde Capital
Washington
$151K
IA
860
IFP Advisors
Florida
$150K -$127K -944 -47%
CCM
861
Covington Capital Management
California
$150K +$13.4K +100 +10%
ASBI
862
American State Bank (Iowa)
Iowa
$146K
FGAM
863
Financial Gravity Asset Management
Texas
$141K -$134 -1 -10%
TAIM
864
TD Ameritrade Investment Management
Nebraska
$141K +$35.4K +264 +36%
DWA
865
Dougherty Wealth Advisers
Minnesota
$139K
PMFA
866
Plante Moran Financial Advisors
Michigan
$137K +$134 +1 +0.1%
BWM
867
BerganKDV Wealth Management
Minnesota
$133K
HCP
868
Hexagon Capital Partners
Arkansas
$132K +$4.83K +36 +4%
BFC
869
Bedel Financial Consulting
Indiana
$131K
GWM
870
Geneos Wealth Management
Colorado
$130K -$52.7K -393 -30%
CWP
871
Concord Wealth Partners
Virginia
$130K -$16.1K -120 -11%
ARMC
872
American Research & Management Company
Massachusetts
$129K +$123K +916 New
KLWA
873
Kelly Lawrence W & Associates
California
$127K
CFA
874
Carroll Financial Associates
North Carolina
$126K -$72.9K -544 -38%
MAM
875
Magellan Asset Management
Australia
$124K +$24.5K +183 +26%