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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
FBT
376
First Bankers Trust
Kentucky
$2.44M +$249K +2,383 +12%
Wealthfront Advisers
377
Wealthfront Advisers
California
$2.44M +$106K +1,014 +5%
PS
378
Pensionfund Sabic
Netherlands
$2.42M
AFAS
379
Acorn Financial Advisory Services
Virginia
$2.4M +$2.25M +21,585 New
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$2.4M
AG
381
Advisor Group
Arizona
$2.37M -$93.2K -892 -4%
NIC
382
Northwest Investment Counselors
Oregon
$2.34M +$47.3K +453 +2%
AAMU
383
AEGON Asset Management (UK)
United Kingdom
$2.31M
OAM
384
Oppenheimer Asset Management
New York
$2.25M +$120K +1,151 +6%
RC
385
RBF Capital
California
$2.23M
BHWM
386
Bar Harbor Wealth Management
New Hampshire
$2.23M -$8.67K -83 -0.4%
ECM
387
ExodusPoint Capital Management
New York
$2.22M +$1.69M +16,164 +431%
RA
388
Rational Advisors
New York
$2.2M +$2M +19,105 +3,163%
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$2.18M +$33.7K +323 +2%
CCP
390
Corient Capital Partners
California
$2.15M +$78.2K +749 +4%
V
391
Veritable
Delaware
$2.14M +$27.3K +261 +1%
HT
392
Heritage Trust
Oklahoma
$2.11M +$117K +1,122 +6%
EIM
393
Essex Investment Management
Massachusetts
$2.05M
ECM
394
Everence Capital Management
Indiana
$1.99M -$46.1K -441 -2%
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$1.98M -$517K -4,950 -22%
RFA
396
Reilly Financial Advisors
California
$1.95M +$18.3K +175 +1%
EAM
397
Erste Asset Management
Austria
$1.9M -$261K -2,500 -13%
BCWM
398
Blue Chip Wealth Management
Florida
$1.87M +$19.4K +186 +1%
SFS
399
Sowell Financial Services
Arkansas
$1.86M -$295K -2,822 -14%
GCA
400
Genesee Capital Advisors
New York
$1.83M -$19.3K -185 -1%