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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
LAS
1001
Lloyd Advisory Services
Georgia
$2K +$1.48K +11 New
AWMS
1002
Advocacy Wealth Management Services
Georgia
$2K +$1.61K +12 New
BWM
1003
Baystate Wealth Management
Massachusetts
$1K
LWA
1004
Lenox Wealth Advisors
New York
$1K
PI
1005
PEAK6 Investments
Illinois
$1K +$536 +4 New
WWM
1006
Wolff Wiese Magana
California
$1K +$1.34K +10 New
LGWM
1007
Litman Gregory Wealth Management
California
$253 -$207K -1,547 -86%
Voloridge Investment Management
1008
Voloridge Investment Management
Florida
-$38.3M -314,369 Closed
WI
1009
Wafra Inc
New York
-$34.6M -283,827 Closed
VHAM
1010
Van Hulzen Asset Management
California
-$8.32M -68,300 Closed
OCAM
1011
Onex Canada Asset Management
Ontario, Canada
-$5.5M -45,179 Closed
CA
1012
Cornerstone Advisors
North Carolina
-$3.53M -29,000 Closed
D.E. Shaw & Co
1013
D.E. Shaw & Co
New York
-$2.66M -21,849 Closed
Financial Engines Advisors
1014
Financial Engines Advisors
California
-$2.53M -20,746 Closed
MHP
1015
Manatuck Hill Partners
Connecticut
-$2.44M -20,000 Closed
QIM
1016
Quantitative Investment Management
Virginia
-$2.33M -19,108 Closed
BAM
1017
Bruderman Asset Management
New York
-$2.1M -17,214 Closed
AMI
1018
Amica Mutual Insurance
Rhode Island
-$1.93M -15,801 Closed
SSA
1019
Schonfeld Strategic Advisors
New York
-$1.5M -12,285 Closed
Capital Fund Management (CFM)
1020
Capital Fund Management (CFM)
France
-$1.28M -10,550 Closed
DA
1021
Duality Advisers
Florida
-$1.18M -9,653 Closed
FC
1022
FORA Capital
Florida
-$1.16M -9,497 Closed
EP
1023
Edgestream Partners
New Jersey
-$1.06M -8,669 Closed
YIH
1024
Y-Intercept (HK)
Hong Kong
-$998K -8,215 Closed
Qube Research & Technologies (QRT)
1025
Qube Research & Technologies (QRT)
United Kingdom
-$983K -8,068 Closed