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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
LOAMS
951
Lombard Odier Asset Management (Switzerland)
Switzerland
-$291K -3,371 Closed
HR
952
Hayden Royal
North Carolina
-$281K -3,251 Closed
PFA
953
Pathway Financial Advisors
Vermont
-$226K -2,823 Closed
CIP
954
Cornerstone Investment Partners
Georgia
-$235K -2,714 Closed
HMS
955
Hanseatic Management Services
New Mexico
-$230K -2,664 Closed
OMC
956
Old Mission Capital
Illinois
-$221K -2,554 Closed
QIM
957
Quantitative Investment Management
Virginia
-$219K -2,539 Closed
CC
958
Colrain Capital
Massachusetts
-$130K -1,500 Closed
JWA
959
JFS Wealth Advisors
Pennsylvania
-$104K -1,200 Closed
RBC
960
Roble Belko & Company
Pennsylvania
-$93K -1,079 Closed
AIS
961
Accurate Investment Solutions
Pennsylvania
-$91K -1,050 Closed
SIAS
962
Shine Investment Advisory Services
Colorado
-$70K -804 Closed
NFG
963
Next Financial Group
Texas
-$68K -792 Closed
BWA
964
BDO Wealth Advisors
Florida
-$48K -550 Closed
PFO
965
Pathstone Family Office
New Jersey
-$39K -450 Closed
AIC
966
Ameritas Investment Company
Nebraska
-$30K -361 Closed
CYG
967
Clean Yield Group
Vermont
-$17K -195 Closed
CAN
968
Claraphi Advisory Network
United States
-$15K -171 Closed
LSA
969
Lion Street Advisors
Texas
-$9K -106 Closed
DWM
970
Darwin Wealth Management
Florida
-$6K -80 Closed
FEG
971
Financial Enhancement Group
Indiana
-$5K -58 Closed
SQA
972
Simon Quick Advisors
New Jersey
-$4K -50 Closed
GSWM
973
Golden State Wealth Management
California
-$4K -46 Closed
HR
974
Howe & Rusling
New York
-$4K -44 Closed
KFI
975
Key Financial Inc
Pennsylvania
-$2K -19 Closed