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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
RC
401
RegentAtlantic Capital
New Jersey
$1.83M -$9.19K -88 -0.5%
MME
402
Meag Munich Ergo
Germany
$1.82M +$1M +9,593 +144%
HC
403
HNP Capital
New York
$1.81M +$264K +2,523 +18%
VRM
404
Vectors Research Management
New York
$1.79M +$246K +2,356 +17%
WF
405
Welch & Forbes
Massachusetts
$1.78M -$136K -1,300 -8%
AP
406
Advisor Partners
California
$1.78M +$105K +1,005 +7%
SBWIC
407
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.76M -$200K -1,910 -11%
RFC
408
Regions Financial Corp
Alabama
$1.75M -$23.5K -225 -1%
CSIC
409
Clifford Swan Investment Counsel
California
$1.69M -$107K -1,025 -6%
FMT
410
First Mercantile Trust
Tennessee
$1.67M -$222K -2,126 -12%
UB
411
UMB Bank
Missouri
$1.65M +$1.55M +14,821 New
DTL
412
Dynamic Technology Lab
Singapore
$1.61M +$1.51M +14,447 New
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
$1.59M +$178K +1,701 +14%
Federated Hermes
414
Federated Hermes
Pennsylvania
$1.57M -$39.6K -379 -3%
Cambridge Investment Research Advisors
415
Cambridge Investment Research Advisors
Iowa
$1.56M -$275K -2,634 -16%
WTC
416
WhitTier Trust Company
Nevada
$1.56M +$191K +1,832 +15%
ANRIA
417
American National Registered Investment Advisor
Texas
$1.55M -$3.13K -30 -0.2%
HWA
418
Heritage Wealth Advisors
Virginia
$1.54M +$1.36K +13 +0.1%
S
419
Seeyond
France
$1.53M -$83.3K -797 -5%
HSA
420
HBK Sorce Advisory
Pennsylvania
$1.53M +$84.1K +805 +6%
JWM
421
Jackson Wealth Management
Florida
$1.51M +$23.4K +224 +2%
CI
422
Cigna Investments
Connecticut
$1.5M -$154K -1,479 -10%
BF
423
BOK Financial
Oklahoma
$1.5M +$54.2K +519 +4%
PAM
424
Panagora Asset Management
Massachusetts
$1.5M -$8.98K -86 -0.6%
BCM
425
Bluefin Capital Management
New York
$1.49M +$1.4M +13,376 New