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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
MA
876
MUFG Americas
New York
$122K -$6.3K -47 -5%
CTC
877
Central Trust Company
Missouri
$119K +$19.8K +148 +21%
PA
878
Perennial Advisors
New York
$112K
WB
879
Webster Bank
Connecticut
$112K
BCM
880
Bourgeon Capital Management
Connecticut
$108K
VC
881
Vestor Capital
Illinois
$105K
PCH
882
PGIM Custom Harvest
New Jersey
$102K
Jones Financial Companies
883
Jones Financial Companies
Missouri
$100K -$20.4K -152 -18%
TFGT
884
TS Financial Group (TSFG)
Illinois
$97K +$402 +3 +0.4%
EAM
885
Eukles Asset Management
Ohio
$96K +$91.3K +681 New
PWMG
886
Prestige Wealth Management Group
New Jersey
$91K +$61.8K +461 +251%
KFI
887
Key Financial Inc
Pennsylvania
$90K +$79.6K +594 +3,126%
EBA
888
Eagle Bay Advisors
New York
$85K +$79.1K +590 New
AS
889
Altshuler Shaham
Israel
$82K +$77.9K +581 New
SNT
890
Security National Trust
West Virginia
$77K -$18.1K -135 -20%
PFBT
891
Parkside Financial Bank & Trust
Missouri
$76K +$2.82K +21 +4%
First Manhattan
892
First Manhattan
New York
$75K
BWL
893
Bogart Wealth LLC
Virginia
$74K
TI
894
tru Independence
Oregon
$73K -$186K -1,387 -73%
CCA
895
Column Capital Advisors
Indiana
$72K
PCTC
896
Perkins Coie Trust Company
Washington
$72K
SFSIG
897
San Francisco Sentry Investment Group
California
$71K
SC
898
Solstein Capital
California
$71K
CIM
899
CCLA Investment Management
United Kingdom
$70.9K +$342K +2,548 +0.5%
JCM
900
Jacobi Capital Management
Pennsylvania
$70K