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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
TF
926
TimeScale Financial
Massachusetts
$43K +$134 +1 +0.3%
HWM
927
HighMark Wealth Management
Minnesota
$43K +$268 +2 +0.7%
DAC
928
Dividend Assets Capital
South Carolina
$42K
AA
929
Addison Advisors
Vermont
$42K +$39.8K +297 New
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K
EWA
931
Evolution Wealth Advisors
Florida
$37K -$402 -3 -1%
TIM
932
Tortoise Investment Management
New York
$37K +$22.8K +170 +189%
GLLW
933
Graves Light Lenhart Wealth
Virginia
$36K -$4.83K -36 -12%
NFSG
934
Newbridge Financial Services Group
Florida
$33K +$670 +5 +2%
IRC
935
Investors Research Corp
Georgia
$32K
PSB
936
Piscataqua Savings Bank
New Hampshire
$32K
EARNEST Partners
937
EARNEST Partners
Georgia
$31K
AF
938
Allworth Financial
California
$30K +$6.7K +50 +31%
TFS
939
TrustCore Financial Services
Tennessee
$30K +$28.7K +214 New
SBL
940
Sargent Bickham Lagudis
Colorado
$29K +$27.2K +203 New
SL
941
Savior LLC
Massachusetts
$28K -$4.42K -33 -14%
CTB
942
Country Trust Bank
Illinois
$28K
POIA
943
Pin Oak Investment Advisors
Texas
$27K
AWA
944
Arkadios Wealth Advisors
Georgia
$27K +$11.4K +85 +78%
ACA
945
Atlas Capital Advisors
Wyoming
$26K -$235K -1,754 -90%
NFG
946
Next Financial Group
Texas
$26K -$804 -6 -3%
Nisa Investment Advisors
947
Nisa Investment Advisors
Missouri
$25.3K -$1.35M -10,077 -5%
GWSG
948
GPS Wealth Strategies Group
Colorado
$25K
NC
949
NewSquare Capital
Pennsylvania
$25K +$23.7K +177 New
AIG
950
American International Group
New York
$24.5K -$554K -4,135 -2%