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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
FAM
951
Fred Alger Management
New York
$24K +$22.7K +169 New
BBHC
952
Brown Brothers Harriman & Co
New York
$23.6K -$1.29M -9,588 -5%
SOW
953
State of Wyoming
Wyoming
$23K -$49.7K -371 -69%
RA
954
Resolute Advisors
California
$21K
SIM
955
Sonora Investment Management
Arizona
$21K
TWA
956
TCI Wealth Advisors
Arizona
$20K +$1.61K +12 +9%
BWA
957
BDO Wealth Advisors
Florida
$19K
HDIM
958
Hanson & Doremus Investment Management
Vermont
$19K
CQS
959
Credential Qtrade Securities
$17K
OC
960
Oakworth Capital
Alabama
$17K -$2.95K -22 -16%
ETC
961
Exchange Traded Concepts
Oklahoma
$17K +$15.8K +118 New
MGIM
962
M&G Investment Management
United Kingdom
$16.4K +$15.3M +114,163 +5,891%
MRCM
963
M&R Capital Management
New Jersey
$16K
MHR
964
Matthew Hamilton Rosenberg
$15K
NC
965
Nicholas Company
Wisconsin
$14K -$13.4K -100 -50%
CAL
966
Capital Analysts LLC
Pennsylvania
$14K
DWMG
967
DB Wealth Management Group
California
$14K
FFC
968
First Financial Corp
Indiana
$14K
JFA
969
JNBA Financial Advisors
Minnesota
$14K
SCA
970
Stuart Chaussee & Associates
California
$14K
JWM
971
Janiczek Wealth Management
Colorado
$13K +$2.68K +20 +27%
AP
972
Atwood & Palmer
Missouri
$11K
FI
973
FormulaFolio Investments
Michigan
$11K
MCM
974
MV Capital Management
Maryland
$11K +$9.12K +68 +567%
FHA
975
First Horizon Advisors
Tennessee
$10K -$18.8K -140 -65%