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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
LW
451
Linscomb Wealth
Texas
$1.25M +$1.17M +11,235 New
LNC
452
Lincoln National Corp
Pennsylvania
$1.25M +$29.5K +282 +3%
CS
453
Cannell & Spears
New York
$1.24M
Qube Research & Technologies (QRT)
454
Qube Research & Technologies (QRT)
United Kingdom
$1.23M +$1.16M +11,074 New
ATC
455
Argent Trust Co
Tennessee
$1.22M +$19.8K +190 +2%
JHP
456
James Hambro & Partners
United Kingdom
$1.2M
FPS
457
Fieldpoint Private Securities
Connecticut
$1.2M -$3.13K -30 -0.3%
LWA
458
Lenox Wealth Advisors
New York
$1.18M -$303K -2,905 -21%
GCA
459
Gideon Capital Advisors
New York
$1.18M -$351K -3,362 -24%
CSS
460
Cubist Systematic Strategies
Connecticut
$1.17M -$492K -4,711 -31%
RWB
461
RMR Wealth Builders
New Jersey
$1.16M +$1.09M +10,445 New
FC
462
FORA Capital
Florida
$1.15M +$1.08M +10,351 New
PA
463
Profund Advisors
Maryland
$1.13M -$93.5K -895 -8%
CK
464
Cohen Klingenstein
New York
$1.11M
HIC
465
Hartline Investment Corp
Illinois
$1.1M -$9.82K -94 -0.9%
WA1
466
Wimmer Associates 1
California
$1.09M +$209 +2 +0%
KWA
467
KCS Wealth Advisory
California
$1.07M -$5.85K -56 -0.6%
FWCM
468
Ferguson Wellman Capital Management
Oregon
$1.05M -$5.22K -50 -0.5%
BPC
469
Banque Pictet & Cie
Switzerland
$1.05M
AG
470
AlphaSimPlex Group
Massachusetts
$1.05M -$221K -2,117 -18%
SAM
471
Symphony Asset Management
California
$1.02M +$960K +9,191 New
WI
472
Wintrust Investments
Illinois
$1.02M -$104 -1 -0%
AWA
473
Arete Wealth Advisors
Illinois
$1.01M -$2.72K -26 -0.3%
ACM
474
Allred Capital Management
Texas
$1.01M -$2.4K -23 -0.3%
HCM
475
Howland Capital Management
Massachusetts
$1M +$22K +211 +2%