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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
EWM
501
Elmwood Wealth Management
California
$721K
CC
502
Chicago Capital
Illinois
$720K
MERSOM
503
Municipal Employees' Retirement System of Michigan
Michigan
$718K +$18K +180 +3%
DLA
504
Douglas Lane & Associates
New York
$703K -$7.5K -75 -1%
Lazard Asset Management
505
Lazard Asset Management
New York
$700K +$302K +3,022 +76%
CWM
506
Calamos Wealth Management
Illinois
$699K +$17.3K +173 +3%
BC
507
Bartlett & Co
Ohio
$690K +$154K +1,538 +29%
BCWM
508
Bartlett & Co Wealth Management
Ohio
$690K +$154K +1,538 +29%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$669K +$208K +2,077 +45%
RJT
510
Raymond James Trust
Florida
$660K -$400 -4 -0.1%
DSC
511
Duncker Streett & Co
Missouri
$660K
MME
512
Meag Munich Ergo
Germany
$660K +$38.6K +386 +6%
VIA
513
Vident Investment Advisory
Georgia
$652K -$4.7K -47 -0.7%
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$649K -$2.2K -22 -0.3%
CNC
515
Citizens & Northern Corp
Pennsylvania
$642K +$641K +6,417 New
TW
516
TrinityPoint Wealth
Connecticut
$631K +$1.2K +12 +0.2%
OC
517
Oppenheimer & Co
New York
$621K -$301K -3,014 -33%
ST
518
Smithfield Trust
Pennsylvania
$618K
LS
519
Livforsakringsbolaget Skandia
Sweden
$611K
IC
520
Inscription Capital
Texas
$606K -$58.2K -582 -9%
ACA
521
Atlas Capital Advisors
Wyoming
$597K +$72.1K +721 +14%
HB
522
Homrich & Berg
Georgia
$586K -$10K -100 -2%
QT
523
Quantbot Technologies
New York
$580K -$9.35M -93,569 -94%
TI
524
Truehand Inc
New Hampshire
$576K
SWA
525
SFMG Wealth Advisors
Texas
$567K +$1.3K +13 +0.2%