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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Securian Asset Management
Minnesota
$4.32M -$92.1K -864 -2%
KA
277
Kintegral Advisory
New York
$4.25M +$586K +5,500 +13%
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
$4.24M +$597K +5,601 +13%
PIA
279
Piedmont Investment Advisors
North Carolina
$4.22M +$640K +6,000 +14%
MIC
280
MU Investments Company
Japan
$4.2M +$198K +1,860 +4%
HVIA
281
Hudson Valley Investment Advisors
New York
$4.13M +$251K +2,353 +5%
Bank Julius Baer & Co
282
Bank Julius Baer & Co
Switzerland
$4.12M +$5.08M +47,649 New
OPERF
283
Oregon Public Employees Retirement Fund
Oregon
$4.11M +$105K +986 +2%
TAM
284
Tradition Asset Management
Virginia
$4.09M -$137K -1,285 -3%
PSUF
285
People's United Financial
Connecticut
$4.07M +$190K +1,783 +4%
ROC
286
Running Oak Capital
Minnesota
$4.07M -$153K -1,433 -3%
MAM
287
Majedie Asset Management
United Kingdom
$4.06M -$535K -5,018 -10%
BAM
288
Bell Asset Management
Australia
$4.05M -$15.7K -147 -0.3%
BUB
289
BBVA USA Bancshares
Texas
$4.02M +$54.1K +507 +1%
Schroder Investment Management Group
290
Schroder Investment Management Group
United Kingdom
$3.84M +$732K +6,865 +19%
William Blair & Company
291
William Blair & Company
Illinois
$3.79M +$21.4K +201 +0.5%
SC
292
Scotia Capital
Ontario, Canada
$3.7M -$57.3K -537 -1%
NC
293
NBW Capital
Massachusetts
$3.7M -$148K -1,391 -3%
MGWM
294
Marks Group Wealth Management
Minnesota
$3.64M -$229K -2,149 -5%
CGH
295
Crossmark Global Holdings
Texas
$3.62M +$58K +544 +1%
RJFSA
296
Raymond James Financial Services Advisors
Florida
$3.44M -$304K -2,847 -7%
CAM
297
Close Asset Management
United Kingdom
$3.32M -$228K -2,137 -5%
ORI
298
Oak Ridge Investments
Illinois
$3.28M -$408K -3,825 -9%
RBA
299
Richard Bernstein Advisors
New York
$3.27M
AAM
300
Auxier Asset Management
Oregon
$3.21M -$28.8K -270 -0.7%