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MRSH

Marsh

923 hedge funds and large institutions have $49.8B invested in Marsh in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 280 increasing their positions, 319 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 44

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

24% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $21.6M

12% more capital invested

Capital invested by funds: $44.4B → $49.8B (+$5.39B)

11% more funds holding

Funds holding: 834923 (+89)

0.77% more ownership

Funds ownership: 87.84%88.61% (+0.77%)

12% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 319

Holders
923
Holders Change
+89
Holders Change %
+10.67%
% of All Funds
18.19%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
147
Increased
280
Reduced
319
Closed
44
Calls
$26.7M
Puts
$21.6M
Net Calls
+$5.16M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$7.61M -$3.87K -37 -0.1%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$7.5M -$439K -4,207 -6%
CLOS
253
Compagnie Lombard Odier SCmA
Switzerland
$7.39M +$1.32M +12,680 +24%
OPCM
254
Osborne Partners Capital Management
California
$7.25M -$441K -4,218 -6%
Los Angeles Capital Management
255
Los Angeles Capital Management
California
$7.16M -$891K -8,526 -12%
BII
256
Bainco International Investors
Massachusetts
$6.97M +$156K +1,491 +2%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$6.91M -$271K -2,590 -4%
HNB
258
Huntington National Bank
Ohio
$6.87M -$98.8K -946 -2%
Brown Advisory
259
Brown Advisory
Maryland
$6.79M -$29.5K -282 -0.5%
CVSCT
260
C.V. Starr & Co Trust
New York
$6.68M
CWM
261
CIBC World Markets
New York
$6.65M +$211K +2,020 +4%
BAAM
262
Baker Avenue Asset Management
California
$6.57M +$3.79M +36,244 +159%
SWM
263
Segment Wealth Management
Texas
$6.42M -$108K -1,035 -2%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$6.4M +$341K +3,267 +6%
FTIOP
265
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.38M +$8.25K +79 +0.1%
NAM
266
Nissay Asset Management
Japan
$6.32M -$375K -3,594 -6%
ESCM
267
Echo Street Capital Management
New York
$6.3M -$8.54M -81,761 -59%
GP
268
Girard Partners
Pennsylvania
$6.25M -$64.5K -617 -1%
CS
269
Candriam SCA
Luxembourg
$6.25M -$20.1K -192 -0.3%
JMPWA
270
JP Morgan Private Wealth Advisors
California
$6.24M +$350K +3,352 +6%
M&T Bank
271
M&T Bank
New York
$6.2M -$5.54K -53 -0.1%
GIA
272
Gateway Investment Advisers
Ohio
$6.13M -$1.1M -10,571 -16%
II
273
IFM Investors
Australia
$6.1M +$51.1K +489 +0.9%
OSIA
274
O'Shares Investment Advisers
Massachusetts
$6.09M +$270K +2,581 +5%
SIM
275
Spark Investment Management
New York
$6M -$1.12M -10,700 -17%