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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
PAI
901
Pittenger & Anderson Inc
Nebraska
$70K
NO
902
Ninety One
South Africa
$66K +$5.23K +39 +9%
LC
903
Lindbrook Capital
California
$65K +$1.48K +11 +2%
CFO
904
CVA Family Office
Colorado
$65K +$45.6K +340 +283%
ICM
905
Islay Capital Management
Texas
$63K
GI
906
Gradient Investments
Minnesota
$62K +$13.3K +99 +29%
JGIA
907
Jackson Grant Investment Advisers
Connecticut
$61K +$268 +2 +0.5%
FHC
908
First Horizon Corporation
Tennessee
$60K
PFGIA
909
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$21.5K +160 +61%
GEA
910
Glen Eagle Advisors
New Jersey
$59.8K
SB
911
Strategic Blueprint
Georgia
$59K +$56K +418 New
EIP
912
Ellis Investment Partners
Pennsylvania
$57K
GAM
913
Gemmer Asset Management
California
$57K
AWM
914
Avior Wealth Management
Nebraska
$57K +$134 +1 +0.2%
SSB
915
Sandy Spring Bank
Maryland
$56K -$78K -582 -59%
RTC
916
Riverview Trust Company
Washington
$56K
VCM
917
Versant Capital Management
Arizona
$56K
TFIPS
918
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.1K +$22.8K +170 +85%
EFSCE
919
Enterprise Financial Services Corp (EFSC)
Missouri
$51K
SCM
920
Silvant Capital Management
Georgia
$50K
TFO
921
Tarbox Family Office
California
$49K
FBT
922
First Bank & Trust
South Dakota
$48K
MFA
923
McClarren Financial Advisors
Pennsylvania
$46K
CP
924
Castleview Partners
Texas
$45K +$42.5K +317 New
EW
925
Evoke Wealth
California
$44K -$6.97K -52 -14%