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MRSH

Marsh

835 hedge funds and large institutions have $41.3B invested in Marsh in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $21.3M

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $34.4B → $41.3B (+$6.87B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 825835 (+10)

0.06% less ownership

Funds ownership: 87.32%87.26% (-0.06%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

Holders
835
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
84
Increased
285
Reduced
297
Closed
67
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
401
Clifford Swan Investment Counsel
California
$1.57M -$81.8K -925 -5%
BCWM
402
Blue Chip Wealth Management
Florida
$1.52M -$8.49K -96 -0.6%
AMI
403
Amica Mutual Insurance
Rhode Island
$1.52M
BPC
404
Banque Pictet & Cie
Switzerland
$1.5M -$36.3K -410 -2%
BF
405
BOK Financial
Oklahoma
$1.48M -$779K -8,811 -36%
AG
406
AlphaSimPlex Group
Massachusetts
$1.47M +$1.39M +15,667 New
Cambridge Investment Research Advisors
407
Cambridge Investment Research Advisors
Iowa
$1.46M -$3.67M -41,547 -73%
VC
408
Voit & Company
Wisconsin
$1.45M -$10.6K -120 -0.8%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$1.43M +$1.34M +15,182 New
RC
410
RegentAtlantic Capital
New Jersey
$1.4M +$5.75K +65 +0.4%
ECM
411
ExodusPoint Capital Management
New York
$1.4M +$1.32M +14,884 New
CI
412
Cigna Investments
Connecticut
$1.37M -$17.1K -193 -1%
RFC
413
Regions Financial Corp
Alabama
$1.37M -$127K -1,432 -9%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$685K +7,749 +399%
ATC
415
Argent Trust Co
Tennessee
$1.34M -$129K -1,459 -9%
CA
416
Cornerstone Advisors
North Carolina
$1.31M
TU
417
TDAM USA
Ontario, Canada
$1.31M -$197K -2,230 -14%
ANRIA
418
American National Registered Investment Advisor
Texas
$1.31M -$4.42K -50 -0.4%
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$1.3M
FTIOP
420
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.3M +$219K +2,472 +22%
FCH
421
Freestone Capital Holdings
Washington
$1.28M +$123K +1,389 +11%
AP
422
Advisor Partners
California
$1.25M +$63.8K +721 +6%
WT
423
Whittier Trust
California
$1.24M +$59.6K +674 +5%
PCM
424
Penserra Capital Management
California
$1.24M -$306K -3,455 -21%
HSA
425
HBK Sorce Advisory
Pennsylvania
$1.23M +$174K +1,964 +18%