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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
UCFA
476
United Capital Financial Advisors
Texas
$1M +$479K +4,590 +104%
BHTS
477
Bar Harbor Trust Services
Maine
$994K +$932K +8,925 New
CI
478
CX Institutional
Indiana
$992K
IRF
479
IBM Retirement Fund
New York
$991K -$32.6K -312 -3%
SGI
480
Summit Global Investments
Utah
$989K +$60.3K +577 +7%
AIP
481
Ameritas Investment Partners
Nebraska
$987K +$104 +1 +0%
BFM
482
Boston Financial Management
Massachusetts
$984K -$18.8K -180 -2%
EWM
483
Evercore Wealth Management
New York
$983K +$10.7K +102 +1%
WPA
484
West Paces Advisors
Georgia
$981K -$13.5K -129 -1%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$972K +$698K +6,686 +328%
DC
486
Diametric Capital
Massachusetts
$957K -$15.7K -150 -2%
TU
487
TDAM USA
Ontario, Canada
$952K -$42.4K -406 -5%
NRS
488
Neville Rodie & Shaw
New York
$950K
BPWA
489
Beacon Pointe Wealth Advisors
California
$942K -$12.7K -122 -1%
ASN
490
Advisory Services Network
Georgia
$940K +$793K +7,589 +887%
EI
491
Ethic Inc
New York
$932K +$874K +8,364 New
CTC
492
Central Trust Company
Missouri
$930K +$48.5K +464 +6%
PSP
493
Principal Street Partners
Tennessee
$914K +$329K +3,149 +62%
ZCA
494
Zeke Capital Advisors
Pennsylvania
$905K -$30.6K -293 -3%
BAM
495
Belpointe Asset Management
Nevada
$899K +$3.87K +37 +0.5%
TSW
496
Thompson Siegel & Walmsley
Virginia
$898K
WIC
497
Wilkins Investment Counsel
Massachusetts
$891K
BBNA
498
Bremer Bank National Association
Minnesota
$884K +$829K +7,933 New
APA
499
American Portfolios Advisors
New York
$870K +$496K +4,747 +155%
CWM
500
Confluence Wealth Management
Oregon
$866K -$84.7K -811 -9%