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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
Mirae Asset Global Investments
301
Mirae Asset Global Investments
South Korea
$4.84M +$531K +5,082 +13%
TPWA
302
TRUE Private Wealth Advisors
Oregon
$4.84M -$7.94K -76 -0.2%
SC
303
Scotia Capital
Ontario, Canada
$4.83M +$445K +4,258 +11%
PIA
304
Piedmont Investment Advisors
North Carolina
$4.77M +$212K +2,026 +5%
RJFSA
305
Raymond James Financial Services Advisors
Florida
$4.75M +$115K +1,099 +3%
ORI
306
Oak Ridge Investments
Illinois
$4.66M +$4.36M +41,780 New
D.E. Shaw & Co
307
D.E. Shaw & Co
New York
$4.65M +$2.51M +24,029 +136%
CGH
308
Crossmark Global Holdings
Texas
$4.61M +$1.4M +13,383 +48%
CAM
309
Close Asset Management
United Kingdom
$4.52M -$148K -1,415 -3%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$4.39M
RBA
311
Richard Bernstein Advisors
New York
$4.22M -$1.21M -11,583 -23%
WAM
312
World Asset Management
Michigan
$4.18M +$6.79K +65 +0.2%
LCM
313
Logan Capital Management
Pennsylvania
$4.17M -$62.9K -602 -2%
AAM
314
Auxier Asset Management
Oregon
$4.16M
PAG
315
Private Advisor Group
New Jersey
$4.16M -$753K -7,211 -16%
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$4.13M -$6.78M -64,864 -64%
Franklin Resources
317
Franklin Resources
California
$4.13M +$205K +1,960 +6%
JG
318
Jefferies Group
New York
$4.1M +$2.9M +27,767 +309%
CM
319
Churchill Management
California
$4.08M -$39.1K -374 -1%
AAF
320
Andra AP-fonden
Sweden
$4.05M -$1.74M -16,700 -31%
Commonwealth Equity Services
321
Commonwealth Equity Services
Massachusetts
$4.03M +$203K +1,939 +6%
Creative Planning
322
Creative Planning
Kansas
$4.02M +$498K +4,767 +15%
VanEck Associates
323
VanEck Associates
New York
$3.97M +$1.93M +18,454 +107%
IG
324
ING Group
Netherlands
$3.86M +$315K +3,018 +10%
IIM
325
Ipswich Investment Management
Massachusetts
$3.85M -$13.6K -130 -0.4%