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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
SCM
526
Stevens Capital Management
Pennsylvania
$600K +$576K +6,019 New
HB
527
Homrich & Berg
Georgia
$595K -$20K -209 -3%
ARMT
528
Amica Retiree Medical Trust
Rhode Island
$591K +$349K +3,650 +160%
SWA
529
SFMG Wealth Advisors
Texas
$579K +$1.15K +12 +0.2%
CIC
530
Carnegie Investment Counsel
Ohio
$578K
TI
531
Truehand Inc
New Hampshire
$575K
Wolverine Trading
532
Wolverine Trading
Illinois
$568K +$545K +5,696 New
BPWA
533
Beacon Pointe Wealth Advisors
California
$566K
MPAM
534
Murphy Pohlad Asset Management
Minnesota
$563K -$14.4K -150 -3%
AWM
535
Aries Wealth Management
Maine
$563K
MCA
536
Mercer Capital Advisers
New Jersey
$553K
QI
537
QS Investors
New York
$549K
TCOT
538
Trust Company of Toledo
Ohio
$549K
GC
539
Grimes & Company
Massachusetts
$545K
RWM
540
RKL Wealth Management
Pennsylvania
$540K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$534K +$1.15K +12 +0.2%
BC
542
Bartlett & Co
Ohio
$534K +$1.15K +12 +0.2%
ACP
543
Ashfield Capital Partners
California
$533K
BRWA
544
B. Riley Wealth Advisors
Florida
$529K -$57.8K -604 -10%
S
545
SimplyRich
California
$529K +$508K +5,308 New
ACA
546
Atlas Capital Advisors
Wyoming
$523K +$17.8K +186 +4%
LOAME
547
Lombard Odier Asset Management (Europe)
United Kingdom
$523K
SI
548
Stephens Inc
Arkansas
$519K -$41.1K -430 -8%
ROTUOC
549
Regents of the University of California
California
$519K
QC
550
Quadrature Capital
United Kingdom
$513K +$493K +5,147 New