We are live on ! Find out more
MRSH

Marsh

835 hedge funds and large institutions have $41.3B invested in Marsh in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $21.3M

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $34.4B → $41.3B (+$6.87B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 825835 (+10)

0.06% less ownership

Funds ownership: 87.32%87.26% (-0.06%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

Holders
835
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
84
Increased
285
Reduced
297
Closed
67
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
526
Magnetar Financial
Illinois
$538K +$222K +2,509 +78%
BPWA
527
Beacon Pointe Wealth Advisors
California
$533K -$19.9K -225 -4%
SWA
528
SFMG Wealth Advisors
Texas
$530K +$240K +2,718 +93%
SI
529
Stephens Inc
Arkansas
$529K -$16.4K -185 -3%
MCA
530
Mercer Capital Advisers
New Jersey
$521K
PFS
531
Prospera Financial Services
Texas
$518K +$145K +1,635 +42%
OC
532
Oppenheimer & Co
New York
$517K +$28K +317 +6%
QI
533
QS Investors
New York
$516K -$32.3K -365 -6%
MBTD
534
Mechanics Bank - Trust Department
California
$516K -$708 -8 -0.1%
TCOT
535
Trust Company of Toledo
Ohio
$516K
AWM
536
Aries Wealth Management
Maine
$514K -$48.6K -550 -9%
GC
537
Grimes & Company
Massachusetts
$513K -$9.2K -104 -2%
RWM
538
RKL Wealth Management
Pennsylvania
$509K +$479K +5,413 New
HH
539
Hilltop Holdings
Texas
$506K +$54.3K +614 +13%
ACP
540
Ashfield Capital Partners
California
$502K -$1.77K -20 -0.4%
BC
541
Bartlett & Co
Ohio
$502K -$1.68K -19 -0.4%
BCWM
542
Bartlett & Co Wealth Management
Ohio
$502K -$1.68K -19 -0.4%
GI
543
GAMCO Investors
Connecticut
$497K +$102K +1,150 +28%
HFS
544
HL Financial Services
Kentucky
$495K -$39.2K -443 -8%
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$492K
EGM
546
Engineers Gate Manager
New York
$488K +$460K +5,200 New
HT
547
Heritage Trust
Oklahoma
$484K +$455K +5,150 New
CB
548
Chemical Bank
Michigan
$483K
LS
549
Livforsakringsbolaget Skandia
Sweden
$480K +$53.1K +600 +13%
FNT
550
First National Trust
Pennsylvania
$478K -$48.6K -550 -10%