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MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Bruderman Asset Management
New York
$1.27M -$12.2K -122 -1%
Mercer Global Advisors
427
Mercer Global Advisors
Colorado
$1.26M +$7K +70 +0.6%
JWM
428
Jackson Wealth Management
Florida
$1.26M +$57.7K +577 +5%
FRA
429
Front Row Advisors
California
$1.26M
Assenagon Asset Management
430
Assenagon Asset Management
Luxembourg
$1.23M +$50K +500 +4%
VFA
431
Voya Financial Advisors
Connecticut
$1.22M +$89.2K +892 +8%
WTC
432
WhitTier Trust Company
Nevada
$1.21M +$972K +9,726 +404%
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M +$128K +1,281 +12%
SAM
434
Sompo Asset Management
Japan
$1.17M +$4K +40 +0.3%
DBIA
435
Dumont & Blake Investment Advisors
New Jersey
$1.15M -$5.5K -55 -0.5%
AG
436
AlphaSimPlex Group
Massachusetts
$1.15M -$275K -2,750 -19%
HAG
437
HighPoint Advisor Group
Illinois
$1.15M +$41.6K +416 +4%
LSCM
438
LaSalle Street Capital Management
Illinois
$1.14M
CPA
439
Capital Planning Advisors
California
$1.14M -$54.6K -546 -5%
PAM
440
Paradigm Asset Management
New York
$1.13M -$260K -2,600 -19%
CTA
441
Chesley Taft & Associates
Illinois
$1.13M -$4.5K -45 -0.4%
NG
442
NatWest Group
United Kingdom
$1.13M
AI
443
Atria Investments
North Carolina
$1.11M +$49K +490 +5%
CS
444
Cannell & Spears
New York
$1.11M
PA
445
Profund Advisors
Maryland
$1.1M -$225K -2,255 -17%
LNC
446
Lincoln National Corp
Pennsylvania
$1.09M -$94.1K -941 -8%
PTC
447
Private Trust Company
Ohio
$1.08M +$56.4K +564 +5%
JHP
448
James Hambro & Partners
United Kingdom
$1.08M +$1.08M +10,786 New
FPS
449
Fieldpoint Private Securities
Connecticut
$1.08M -$162K -1,620 -13%
ATC
450
Argent Trust Co
Tennessee
$1.08M +$633K +6,330 +143%