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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
Walleye Trading
501
Walleye Trading
New York
$750K +$720K +7,523 New
WEC
502
Winslow Evans & Crocker
Massachusetts
$742K +$72.3K +756 +11%
AT
503
Arden Trust
Delaware
$737K -$17K -178 -2%
AWM
504
Altium Wealth Management
New York
$734K -$861 -9 -0.1%
NC
505
Northcape Capital
Australia
$732K -$17.3K -181 -2%
EWM
506
Elmwood Wealth Management
California
$718K -$3.83K -40 -0.6%
CC
507
Chicago Capital
Illinois
$718K
TFA
508
Transamerica Financial Advisors
Florida
$711K +$682K +7,125 New
DLA
509
Douglas Lane & Associates
New York
$708K +$1.24K +13 +0.2%
MERSOM
510
Municipal Employees' Retirement System of Michigan
Michigan
$698K +$17.2K +180 +3%
CWM
511
Calamos Wealth Management
Illinois
$679K -$57.6K -602 -8%
Holocene Advisors
512
Holocene Advisors
New York
$661K +$634K +6,626 New
RJT
513
Raymond James Trust
Florida
$659K +$5.93K +62 +0.9%
DSC
514
Duncker Streett & Co
Missouri
$658K
VIA
515
Vident Investment Advisory
Georgia
$655K -$13.9K -145 -2%
Luther King Capital Management (LKCM)
516
Luther King Capital Management (LKCM)
Texas
$649K
HT
517
Heritage Trust
Oklahoma
$644K +$125K +1,310 +25%
IC
518
Inscription Capital
Texas
$638K -$8.52K -89 -1%
LOAMS
519
Lombard Odier Asset Management (Switzerland)
Switzerland
$632K -$131K -1,372 -18%
TW
520
TrinityPoint Wealth
Connecticut
$626K +$326K +3,408 +125%
MME
521
Meag Munich Ergo
Germany
$623K +$44.2K +462 +8%
Connor, Clark & Lunn Investment Management (CC&L)
522
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$621K -$3.92M -40,925 -87%
ST
523
Smithfield Trust
Pennsylvania
$616K
LS
524
Livforsakringsbolaget Skandia
Sweden
$610K +$95.7K +1,000 +20%
APA
525
American Portfolios Advisors
New York
$607K -$252K -2,636 -30%