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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
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$862K -$20.3K -194 -2%
TH
502
TCTC Holdings
Texas
$862K
EP
503
Edgestream Partners
New Jersey
$858K -$1.44M -13,828 -64%
P
504
Pitcairn
Pennsylvania
$858K +$511K +4,891 +174%
HPC
505
HM Payson & Co
Maine
$849K -$9.51K -91 -1%
FHB
506
First Hawaiian Bank
Hawaii
$847K -$58.9K -564 -7%
MBTD
507
Mechanics Bank - Trust Department
California
$845K -$30.8K -295 -4%
OCG
508
Opus Capital Group
Ohio
$842K -$3.03K -29 -0.4%
AWM
509
Altium Wealth Management
New York
$820K -$19K -182 -2%
WEC
510
Winslow Evans & Crocker
Massachusetts
$818K -$6.27K -60 -0.8%
IMRF
511
Illinois Municipal Retirement Fund
Illinois
$815K +$764K +7,314 New
CWM
512
Calamos Wealth Management
Illinois
$803K +$23.6K +226 +3%
CC
513
Chicago Capital
Illinois
$802K
MERSOM
514
Municipal Employees' Retirement System of Michigan
Michigan
$800K
SCM
515
Shelton Capital Management
Colorado
$799K -$47K -450 -6%
AT
516
Arden Trust
Delaware
$795K -$12.1K -116 -2%
Financial Engines Advisors
517
Financial Engines Advisors
California
$791K +$742K +7,100 New
EWM
518
Elmwood Wealth Management
California
$790K -$11.7K -112 -2%
PTC
519
Private Trust Company
Ohio
$786K -$397K -3,796 -35%
CI
520
Conning Inc
Connecticut
$785K -$50.1K -480 -6%
TCM
521
Tuttle Capital Management
Connecticut
$772K +$723K +6,926 New
BCWM
522
Bartlett & Co Wealth Management
Ohio
$769K +$313 +3 +0%
Capital Fund Management (CFM)
523
Capital Fund Management (CFM)
France
$768K -$4.52M -43,237 -86%
DLA
524
Douglas Lane & Associates
New York
$768K -$13.9K -133 -2%
CCM
525
Crabel Capital Management
California
$750K +$309K +2,958 +78%