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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
AFAS
376
Acorn Financial Advisory Services
Virginia
$1.87M
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$1.86M -$267K -2,500 -10%
Rafferty Asset Management
378
Rafferty Asset Management
New York
$1.83M -$6.62M -62,118 -75%
RC
379
RBF Capital
California
$1.82M +$107K +1,000 +5%
WWM
380
Willingdon Wealth Management
North Carolina
$1.8M +$2.11M +19,837 +2,131%
AAMU
381
AEGON Asset Management (UK)
United Kingdom
$1.79M
NIC
382
Northwest Investment Counselors
Oregon
$1.75M -$83.2K -780 -4%
RZH
383
Relyea Zuckerberg Hanson
Connecticut
$1.74M -$1.15M -10,801 -35%
AP
384
Advisor Partners
California
$1.74M +$450K +4,217 +27%
VRM
385
Vectors Research Management
New York
$1.72M +$413K +3,875 +24%
HT
386
Heritage Trust
Oklahoma
$1.69M +$64.9K +609 +3%
Qube Research & Technologies (QRT)
387
Qube Research & Technologies (QRT)
United Kingdom
$1.65M +$859K +8,056 +73%
V
388
Veritable
Delaware
$1.65M -$16.1K -151 -0.8%
BHWM
389
Bar Harbor Wealth Management
New Hampshire
$1.64M -$104K -979 -5%
CCP
390
Corient Capital Partners
California
$1.64M -$29K -272 -1%
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$1.56M -$768K -7,200 -29%
ECM
392
Everence Capital Management
Indiana
$1.54M
PWLP
393
Prio Wealth Limited Partnership
Massachusetts
$1.54M
EAM
394
Erste Asset Management
Austria
$1.52M
WTC
395
WhitTier Trust Company
Nevada
$1.52M +$381K +3,575 +26%
RFA
396
Reilly Financial Advisors
California
$1.51M -$10.2K -96 -0.5%
EIM
397
Essex Investment Management
Massachusetts
$1.5M -$117K -1,094 -6%
BCM
398
Bridgeway Capital Management
Texas
$1.5M +$1.84M +17,300 New
JWM
399
Jackson Wealth Management
Florida
$1.44M +$65.4K +613 +5%
RC
400
RegentAtlantic Capital
New Jersey
$1.44M +$21K +197 +1%