We are live on ! Find out more
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
LF
876
Lee Financial
Texas
$7K
M
877
MOTCO
Texas
$7K
CA
878
Centerpoint Advisors
Massachusetts
$6K
DAM
879
Delta Asset Management
Tennessee
$6K
OC
880
Oakworth Capital
Alabama
$6K
SIC
881
Salem Investment Counselors
North Carolina
$6K
CFGS
882
Concourse Financial Group Securities
Alabama
$6K +$3.64K +36 +164%
LWM
883
Liberty Wealth Management
California
$5K
FMP
884
Financial Management Professionals
Texas
$5K +$4.45K +44 New
PP
885
Pacifica Partners
Canada
$5K +$4.55K +45 New
CHA
886
Carmichael Hill & Associates
Maryland
$4K -$911 -9 -18%
MFT
887
Moisand Fitzgerald Tamayo
Florida
$4K
WCG
888
Weaver Consulting Group
California
$4K +$3.34K +33 New
AWM
889
Apollon Wealth Management
South Carolina
$4K +$3.54K +35 New
EWP
890
Engrave Wealth Partners
Texas
$4K +$4.45K +44 New
LWANC
891
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$3.04K -30 -50%
HIM
892
Hillsdale Investment Management
Ontario, Canada
$3K -$1.01K -10 -29%
AP
893
Arlington Partners
Alabama
$3K
IWP
894
IAG Wealth Partners
Wisconsin
$3K
OAJ
895
Ogorek Anthony Joseph
New York
$3K
WAMC
896
Western Asset Management Company
California
$3K +$709 +7 +44%
AIM
897
Anchor Investment Management
South Carolina
$2.25K
UFF
898
USA Financial Formulas
Michigan
$2K -$1.33M -13,133 -100%
NC
899
NewSquare Capital
Pennsylvania
$2K -$11.9K -118 -89%
CFB
900
Cullen/Frost Bankers
Texas
$2K