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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
CS
451
Cannell & Spears
New York
$1.11M +$1.06M +11,091 New
HAG
452
HighPoint Advisor Group
Illinois
$1.08M +$15.8K +165 +2%
SAMC
453
Spectrum Asset Management (California)
California
$1.07M +$1.02M +10,690 New
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M +$59.5K +622 +6%
AI
455
Atria Investments
North Carolina
$1.04M +$192K +2,011 +23%
PTC
456
Private Trust Company
Ohio
$1.03M -$53.6K -560 -5%
HIC
457
Hartline Investment Corp
Illinois
$998K
WIC
458
Wilkins Investment Counsel
Massachusetts
$997K
WA1
459
Wimmer Associates 1
California
$977K +$96 +1 +0%
CB
460
Commerce Bank
Missouri
$977K +$97.9K +1,023 +12%
ACM
461
Allred Capital Management
Texas
$967K -$9.09K -95 -1%
FWCM
462
Ferguson Wellman Capital Management
Oregon
$946K
RIM
463
Redpoint Investment Management
Australia
$943K
EWM
464
Evercore Wealth Management
New York
$939K
BPC
465
Banque Pictet & Cie
Switzerland
$938K -$634K -6,625 -41%
UCFA
466
United Capital Financial Advisors
Texas
$931K -$28.9K -302 -3%
IRF
467
IBM Retirement Fund
New York
$928K +$10.1K +106 +1%
OC
468
Oppenheimer & Co
New York
$920K +$355K +3,712 +67%
ZCA
469
Zeke Capital Advisors
Pennsylvania
$919K
KWA
470
KCS Wealth Advisory
California
$914K +$43.1K +450 +5%
AIP
471
Ameritas Investment Partners
Nebraska
$907K +$2.77K +29 +0.3%
WI
472
Wintrust Investments
Illinois
$902K -$1.53K -16 -0.2%
BFM
473
Boston Financial Management
Massachusetts
$899K
WPA
474
West Paces Advisors
Georgia
$893K -$30.6K -320 -3%
CI
475
CX Institutional
Indiana
$889K +$3.35K +35 +0.4%