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MRSH

Marsh
MRSH

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: 12 → 15 (+3)

24% more capital invested

Capital invested by funds: $38.6B → $47.9B (+$9.24B)

3% more funds holding

Funds holding: 880 → 910 (+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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$362M
2
Lazard Asset Management
Lazard Asset Management
New York
+$327M
3
Capital World Investors
Capital World Investors
California
+$170M
4
Capital International Investors
Capital International Investors
California
+$169M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$149M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$463M
2
BlackRock
BlackRock
New York
-$233M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
4
APG Asset Management
APG Asset Management
Netherlands
-$147M
5
AAMU
Amundi Asset Management US
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
901
Global Wealth Management Investment Advisory
Florida
$2K – – –
LFG
902
LifePlan Financial Group
Ohio
$2K – – –
BWM
903
Baystate Wealth Management
Massachusetts
$1K -$47.4K -468 -98%
ETC
904
Exchange Traded Concepts
Oklahoma
$1K -$405 -4 -33%
TFA
905
Toth Financial Advisory
Virginia
$1K +$607 +6 New
TFA
906
Transamerica Financial Advisors
Florida
$1K +$709 +7 +350%
CFD
907
Creative Financial Designs
Indiana
$1K +$1.11K +11 New
FCH
908
Freestone Capital Holdings
Washington
$229 +$216K +2,130 New
TI
909
tru Independence
Oregon
$44 – – –
GTP
910
Global Thematic Partners
New York
– -$25M -288,622 Closed
Balyasny Asset Management
911
Balyasny Asset Management
Illinois
– -$14.9M -171,905 Closed
OCM
912
Oribel Capital Management
New York
– -$14M -161,600 Closed
Voloridge Investment Management
913
Voloridge Investment Management
Florida
– -$9.44M -109,138 Closed
PCM
914
Prana Capital Management
Connecticut
– -$8.48M -98,121 Closed
PIA
915
Piedmont Investment Advisors
North Carolina
– -$4.22M -48,792 Closed
Squarepoint
916
Squarepoint
New York
– -$3.02M -34,886 Closed
Two Sigma Advisers
917
Two Sigma Advisers
New York
– -$2.98M -34,500 Closed
BFM
918
Boothbay Fund Management
New York
– -$2.68M -31,000 Closed
TC
919
TwinBeech Capital
New York
– -$2.67M -30,935 Closed
IP
920
Interval Partners
New York
– -$2.59M -30,000 Closed
KOCAA
921
Knights of Columbus Asset Advisors
Connecticut
– -$2.58M -29,850 Closed
PC
922
Plaisance Capital
Colorado
– -$2.02M -23,300 Closed
CC
923
Cipher Capital
New York
– -$2M -23,191 Closed
SEC
924
Seven Eight Capital
New York
– -$1.98M -22,900 Closed
BA
925
Bridgewater Associates
Connecticut
– -$1.9M -22,003 Closed
35 36
37
38 39