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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
VC
426
Voit & Company
Wisconsin
$1.49M -$60.1K -575 -4%
SCA
427
Snowden Capital Advisors
New York
$1.47M -$9.82K -94 -0.7%
CB
428
Commerce Bank
Missouri
$1.45M +$306K +2,926 +29%
FT
429
Fiduciary Trust
Massachusetts
$1.43M -$17.4K -167 -1%
Fayez Sarofim & Co
430
Fayez Sarofim & Co
Texas
$1.42M
NC
431
Northcape Capital
Australia
$1.42M -$95.5K -914 -7%
VFA
432
Voya Financial Advisors
Connecticut
$1.4M +$25.2K +241 +2%
FRA
433
Front Row Advisors
California
$1.4M -$4.18K -40 -0.3%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$1.36M
CPA
435
Capital Planning Advisors
California
$1.36M +$85.1K +815 +7%
CAM
436
Cresset Asset Management
Illinois
$1.36M +$1.28M +12,225 New
AIC
437
Aurora Investment Counsel
Georgia
$1.35M -$667K -6,384 -35%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M +$940 +9 +0.1%
PAM
439
Paradigm Asset Management
New York
$1.33M +$62.7K +600 +5%
RIL
440
Rothschild Investment LLC
Illinois
$1.32M +$1.24M +11,868 New
BAM
441
Bruderman Asset Management
New York
$1.32M -$54K -517 -4%
TCA
442
Transcend Capital Advisors
New Jersey
$1.32M +$1.23M +11,810 New
SAM
443
Sompo Asset Management
Japan
$1.3M -$1.04K -10 -0.1%
ACM
444
AlphaCrest Capital Management
New York
$1.29M -$236K -2,261 -16%
IA
445
Icon Advisers
Colorado
$1.29M +$1.21M +11,600 New
DBIA
446
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$6.27K +60 +0.5%
HAG
447
HighPoint Advisor Group
Illinois
$1.28M +$13.2K +126 +1%
MWM
448
Minot Wealth Management
Massachusetts
$1.27M +$1.17M +11,205 New
CTA
449
Chesley Taft & Associates
Illinois
$1.26M -$3.13K -30 -0.3%
NG
450
NatWest Group
United Kingdom
$1.25M