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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
CB
451
Commerce Bank
Missouri
$1.01M +$25.1K +251 +3%
VCM
452
Voleon Capital Management
California
$1M -$9.5M -95,000 -90%
CK
453
Cohen Klingenstein
New York
$1M +$1,000K +10,000 New
HIC
454
Hartline Investment Corp
Illinois
$995K -$5.5K -55 -0.6%
WA1
455
Wimmer Associates 1
California
$980K +$100 +1 +0%
KWA
456
KCS Wealth Advisory
California
$965K +$47.8K +478 +5%
FWCM
457
Ferguson Wellman Capital Management
Oregon
$948K
RIM
458
Redpoint Investment Management
Australia
$946K
BPC
459
Banque Pictet & Cie
Switzerland
$940K
PP
460
Paloma Partners
Connecticut
$934K +$933K +9,335 New
IRF
461
IBM Retirement Fund
New York
$922K -$9.2K -92 -1%
WI
462
Wintrust Investments
Illinois
$917K +$12.2K +122 +1%
AWA
463
Arete Wealth Advisors
Illinois
$912K +$23K +230 +3%
BFM
464
Boston Financial Management
Massachusetts
$901K
JG
465
Jefferies Group
New York
$900K +$900K +9,000 New
TU
466
TDAM USA
Ontario, Canada
$895K -$472K -4,720 -35%
WPA
467
West Paces Advisors
Georgia
$894K -$2.4K -24 -0.3%
ACM
468
Allred Capital Management
Texas
$891K -$41.1K -411 -4%
CI
469
CX Institutional
Indiana
$891K -$500 -5 -0.1%
AIP
470
Ameritas Investment Partners
Nebraska
$886K -$23.6K -236 -3%
HCM
471
Howland Capital Management
Massachusetts
$881K +$3.7K +37 +0.4%
EWM
472
Evercore Wealth Management
New York
$872K -$69.5K -695 -7%
DC
473
Diametric Capital
Massachusetts
$870K +$874K +8,741 New
CWM
474
Confluence Wealth Management
Oregon
$859K +$24.9K +249 +3%
BPWA
475
Beacon Pointe Wealth Advisors
California
$859K +$290K +2,904 +51%