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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
MPAM
526
Murphy Pohlad Asset Management
Minnesota
$564K
MCA
527
Mercer Capital Advisers
New Jersey
$555K
QI
528
QS Investors
New York
$550K
TCOT
529
Trust Company of Toledo
Ohio
$550K
GC
530
Grimes & Company
Massachusetts
$546K
RWM
531
RKL Wealth Management
Pennsylvania
$541K -$1K -10 -0.2%
SI
532
Stephens Inc
Arkansas
$537K +$16.4K +164 +3%
ACP
533
Ashfield Capital Partners
California
$535K
AWM
534
Aries Wealth Management
Maine
$532K
S
535
SimplyRich
California
$530K
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$524K
ROTUOC
537
Regents of the University of California
California
$520K
PSP
538
Principal Street Partners
Tennessee
$506K +$506K +5,059 New
UBG
539
United Bank (Georgia)
Georgia
$499K +$498K +4,986 New
CAAS
540
Capital Asset Advisory Services
Michigan
$498K -$4K -40 -0.8%
SP
541
Symmetry Partners
Connecticut
$495K
JFL
542
Jarislowsky, Fraser Ltd
Quebec, Canada
$490K -$14.9K -149 -3%
PWP
543
Personal Wealth Partners
Minnesota
$487K +$487K +4,872 New
CCA
544
Checchi Capital Advisers
California
$483K -$16.8K -168 -3%
IIC
545
Ironwood Investment Counsel
Arizona
$480K
AIL
546
AGF Investments LLC
Ontario, Canada
$469K +$164K +1,637 +54%
DZ Bank
547
DZ Bank
Germany
$467K -$4.72M -47,187 -91%
NA
548
NewEdge Advisors
Louisiana
$461K +$465K +4,655 New
GCMG
549
Gyroscope Capital Management Group
Florida
$459K +$78.1K +781 +20%
MWM
550
Mission Wealth Management
California
$458K -$19.3K -193 -4%