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MRSH

Marsh

845 hedge funds and large institutions have $44.3B invested in Marsh in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 297 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.2M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $41.3B → $44.3B (+$2.94B)

1% more funds holding

Funds holding: 835845 (+10)

0% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 297

0.25% less ownership

Funds ownership: 87.26%87.01% (-0.25%)

Holders
845
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
297
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
401
Blue Chip Wealth Management
Florida
$1.67M +$52.4K +548 +3%
CSIC
402
Clifford Swan Investment Counsel
California
$1.66M -$3.35K -35 -0.2%
Federated Hermes
403
Federated Hermes
Pennsylvania
$1.65M -$27.9K -292 -2%
RC
404
RegentAtlantic Capital
New Jersey
$1.65M +$150K +1,567 +10%
FBT
405
First Bankers Trust
Kentucky
$1.64M +$865K +9,040 +122%
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$1.63M +$74.9K +783 +5%
NEI
407
Northwest & Ethical Investments
Ontario, Canada
$1.56M -$5.22M -54,574 -78%
Verition Fund Management
408
Verition Fund Management
Connecticut
$1.55M +$745K +7,782 +100%
VanEck Associates
409
VanEck Associates
New York
$1.55M +$814K +8,507 +121%
RFC
410
Regions Financial Corp
Alabama
$1.55M +$89.6K +936 +6%
GCA
411
Genesee Capital Advisors
New York
$1.54M +$543K +5,675 +58%
VC
412
Voit & Company
Wisconsin
$1.49M -$52.6K -550 -4%
AG
413
AlphaSimPlex Group
Massachusetts
$1.42M -$135K -1,412 -9%
BF
414
BOK Financial
Oklahoma
$1.41M -$164K -1,719 -11%
CI
415
Cigna Investments
Connecticut
$1.4M -$38.3K -400 -3%
ANRIA
416
American National Registered Investment Advisor
Texas
$1.39M
PAM
417
Paradigm Asset Management
New York
$1.39M -$1.52M -15,900 -53%
PWLP
418
Prio Wealth Limited Partnership
Massachusetts
$1.39M
HWA
419
Heritage Wealth Advisors
Virginia
$1.38M +$1.21M +12,611 +1,025%
PAM
420
Panagora Asset Management
Massachusetts
$1.38M -$449K -4,696 -25%
TU
421
TDAM USA
Ontario, Canada
$1.36M -$30.1K -315 -2%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$1.36M
HC
423
HNP Capital
New York
$1.34M +$168K +1,755 +15%
VRM
424
Vectors Research Management
New York
$1.34M +$168K +1,755 +15%
AP
425
Advisor Partners
California
$1.34M +$5.93K +62 +0.5%