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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
NRS
476
Neville Rodie & Shaw
New York
$853K
ZCA
477
Zeke Capital Advisors
Pennsylvania
$842K -$79.9K -799 -9%
TRCT
478
Tower Research Capital (TRC)
New York
$835K +$726K +7,262 +667%
SGI
479
Summit Global Investments
Utah
$831K -$2.9K -29 -0.3%
FHB
480
First Hawaiian Bank
Hawaii
$817K -$40.7K -407 -5%
TSW
481
Thompson Siegel & Walmsley
Virginia
$807K
BAM
482
Belpointe Asset Management
Nevada
$804K +$29.6K +296 +4%
SCM
483
Sterling Capital Management
North Carolina
$801K +$19.1K +191 +2%
WIC
484
Wilkins Investment Counsel
Massachusetts
$800K -$200K -2,000 -20%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$793K +$26.2K +262 +3%
CTC
486
Central Trust Company
Missouri
$789K +$47K +470 +6%
MBTD
487
Mechanics Bank - Trust Department
California
$789K +$549K +5,490 +230%
B
488
Barings
North Carolina
$775K -$40K -400 -5%
TH
489
TCTC Holdings
Texas
$774K
HPC
490
HM Payson & Co
Maine
$772K +$9.1K +91 +1%
CIA
491
Choate Investment Advisors
Massachusetts
$770K
SCM
492
Shelton Capital Management
Colorado
$763K
CC
493
ClearArc Capital
Ohio
$763K +$1.7K +17 +0.2%
OCG
494
Opus Capital Group
Ohio
$759K
AWM
495
Altium Wealth Management
New York
$754K +$17.5K +175 +2%
CI
496
Conning Inc
Connecticut
$753K -$105K -1,050 -12%
WEC
497
Winslow Evans & Crocker
Massachusetts
$742K -$2.4K -24 -0.3%
NIM
498
NuWave Investment Management
New Jersey
$739K +$663K +6,634 +863%
Mackenzie Financial
499
Mackenzie Financial
Ontario, Canada
$736K -$18K -180 -2%
AT
500
Arden Trust
Delaware
$726K -$13.2K -132 -2%