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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
GG
976
Gleason Group
Kentucky
$10K
TJHA
977
Thomas J. Herzfeld Advisors
Florida
$10K
CHA
978
Carmichael Hill & Associates
Maryland
$10K +$4.02K +30 +75%
AIM
979
Arcadia Investment Management
Michigan
$10K +$9.92K +74 New
ADL
980
Asset Dedication LLC
California
$9K
FMP
981
Financial Management Professionals
Texas
$9K +$2.82K +21 +48%
SGAM
982
Smith Group Asset Management
Texas
$8K -$1.61K -12 -18%
LWM
983
Liberty Wealth Management
California
$8K
SIC
984
Salem Investment Counselors
North Carolina
$8K
PGWM
985
Parisi Gray Wealth Management
New Jersey
$8K +$7.37K +55 New
CYG
986
Clean Yield Group
Vermont
$8K +$8.04K +60 New
ACM
987
AUA Capital Management
Pennsylvania
$7K
BMD
988
Better Money Decisions
New Mexico
$7K
HWM
989
Holloway Wealth Management
Florida
$7K
TCWA
990
Ten Capital Wealth Advisors
Washington
$6K +$6.17K +46 New
FWM
991
Focused Wealth Management
New York
$5K
UFF
992
USA Financial Formulas
Michigan
$5K +$1.21K +9 +38%
FFG
993
Ford Financial Group
California
$5K +$5.36K +40 New
LWANC
994
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
TLFA
995
True Link Financial Advisors
California
$4K +$3.75K +28 New
TFM
996
TFC Financial Management
Massachusetts
$3K -$19K -142 -88%
LIM
997
Longfellow Investment Management
Massachusetts
$3K
SFO
998
Standard Family Office
South Dakota
$3K
TCOV
999
Trust Company of Vermont
Vermont
$3K
Walleye Capital
1000
Walleye Capital
New York
$2.18K -$46.5K -347 -2%