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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
JFL
551
Jarislowsky, Fraser Ltd
Quebec, Canada
$476K +$221K +2,500 +97%
ACA
552
Atlas Capital Advisors
Wyoming
$475K
TRIM
553
Thompson Rubinstein Investment Management
Oregon
$472K
BCM
554
BlueCrest Capital Management
Jersey
$472K +$445K +5,031 New
CCA
555
Checchi Capital Advisers
California
$468K -$12.6K -142 -3%
Acadian Asset Management
556
Acadian Asset Management
Massachusetts
$457K +$333K +3,764 +340%
PWP
557
Personal Wealth Partners
Minnesota
$455K
MWM
558
Mission Wealth Management
California
$453K +$24.1K +273 +6%
CAAS
559
Capital Asset Advisory Services
Michigan
$452K -$30.3K -343 -7%
Assenagon Asset Management
560
Assenagon Asset Management
Luxembourg
$451K -$30.8K -348 -7%
IIC
561
Ironwood Investment Counsel
Arizona
$450K
WAM
562
Wealthspire Advisors (Maryland)
Maryland
$434K -$20.7K -234 -5%
PI
563
Putnam Investments
Massachusetts
$433K -$28.4K -321 -7%
Two Sigma Advisers
564
Two Sigma Advisers
New York
$432K -$495K -5,600 -55%
MMHP
565
Murphy Middleton Hinkle & Parker
Georgia
$429K
ROTUOC
566
Regents of the University of California
California
$429K
PA
567
Parallel Advisors
California
$426K +$55.3K +625 +16%
BHC
568
Bowen Hanes & Co
Florida
$417K +$392K +4,436 New
CCG
569
Cypress Capital Group
Florida
$416K -$2.65K -30 -0.7%
PGFC
570
Peapack-Gladstone Financial Corp
New Jersey
$412K +$388K +4,384 New
GT
571
Glenview Trust
Kentucky
$405K -$61.9K -700 -14%
GRP
572
Global Retirement Partners
California
$402K +$10.9K +123 +3%
IUHSA
573
Itau Unibanco Holding S.A.
Brazil
$398K
QIM
574
Quantitative Investment Management
Virginia
$394K +$371K +4,200 New
SP
575
Symmetry Partners
Connecticut
$384K +$361K +4,086 New