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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
SGI
1051
Summit Global Investments
Utah
-$201K -1,650 Closed
PHK
1052
Point72 Hong Kong
Hong Kong
-$123K -920 Closed
FP
1053
Fiduciary Planning
Florida
-$105K -865 Closed
PCM
1054
Pinz Capital Management
New York
-$97K -800 Closed
CFN
1055
Cordasco Financial Network
Florida
-$92K -757 Closed
AIM
1056
Axiom Investment Management
New York
-$89K -720 Closed
VFA
1057
Valeo Financial Advisors
Indiana
-$81K -669 Closed
MF
1058
Manchester Financial
California
-$81K -668 Closed
PCIA
1059
Prime Capital Investment Advisors
Kansas
-$40K -331 Closed
SLF
1060
Sun Life Financial
Ontario, Canada
-$37K -301 Closed
MLFP
1061
MPS Loria Financial Planners
Illinois
-$35K -290 Closed
IAIM
1062
International Assets Investment Management
Florida
-$29K -245 Closed
FQ
1063
First Quadrant
California
-$27K -222 Closed
CAC
1064
Certified Advisory Corp
Florida
-$27K -220 Closed
APC
1065
Aspire Private Capital
North Carolina
-$24K -197 Closed
SSC
1066
Syverson Strege & Co
Iowa
-$22K -178 Closed
LF
1067
Lee Financial
Texas
-$8K -67 Closed
TCM
1068
Tradewinds Capital Management
Washington
-$6K -53 Closed
WCM
1069
Wealthcare Capital Management
Virginia
-$6K -53 Closed
MWM
1070
Mascoma Wealth Management
New Hampshire
-$6K -50 Closed
MWP
1071
Meridian Wealth Partners
Pennsylvania
-$5K -49 Closed
HR
1072
Howe & Rusling
New York
-$6K -48 Closed
VBCG
1073
Valley Brook Capital Group
Pennsylvania
-$3K -32 Closed
CWM
1074
Cranbrook Wealth Management
Michigan
-$3K -26 Closed
APWA
1075
Atlas Private Wealth Advisors
New Jersey
-$2K -14 Closed