We are live on ! Find out more
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
CNC
526
Citizens & Northern Corp
Pennsylvania
$743K +$26.3K +252 +4%
RJT
527
Raymond James Trust
Florida
$739K +$3.76K +36 +0.5%
DSC
528
Duncker Streett & Co
Missouri
$735K
RMCM
529
Reynders McVeigh Capital Management
Massachusetts
$730K +$684K +6,548 New
UBG
530
United Bank (Georgia)
Georgia
$717K +$152K +1,453 +29%
QI
531
QS Investors
New York
$715K +$92.7K +887 +16%
TCOT
532
Trust Company of Toledo
Ohio
$713K +$94K +900 +16%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$692K -$29.2K -280 -4%
IC
534
IEQ Capital
California
$689K +$646K +6,181 New
ST
535
Smithfield Trust
Pennsylvania
$688K
TW
536
TrinityPoint Wealth
Connecticut
$686K +$1.15K +11 +0.2%
HB
537
Homrich & Berg
Georgia
$675K +$20.7K +198 +3%
GC
538
Grimes & Company
Massachusetts
$667K +$54.8K +525 +10%
ACA
539
Atlas Capital Advisors
Wyoming
$665K
OC
540
Oppenheimer & Co
New York
$663K -$26.3K -252 -4%
BHC
541
Bowen Hanes & Co
Florida
$648K -$1.87M -17,900 -75%
CIC
542
Carnegie Investment Counsel
Ohio
$645K +$605K +5,792 New
VIA
543
Vident Investment Advisory
Georgia
$639K -$81.7K -782 -12%
SWA
544
SFMG Wealth Advisors
Texas
$633K +$1.25K +12 +0.2%
PCM
545
Prelude Capital Management
New York
$629K +$156K +1,495 +36%
MPAM
546
Murphy Pohlad Asset Management
Minnesota
$619K -$8.36K -80 -1%
MCA
547
Mercer Capital Advisers
New Jersey
$618K
AWM
548
Aries Wealth Management
Maine
$613K
RWM
549
RKL Wealth Management
Pennsylvania
$602K
CC
550
ClearArc Capital
Ohio
$600K -$234K -2,243 -29%