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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
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$458K +$800 +8 +0.2%
BRWA
552
B. Riley Wealth Advisors
Florida
$456K -$73.8K -738 -14%
PI
553
Putnam Investments
Massachusetts
$454K -$17.1K -171 -4%
CCG
554
Cypress Capital Group
Florida
$452K +$9.5K +95 +2%
FNT
555
First National Trust
Pennsylvania
$449K -$48.4K -484 -10%
PA
556
Parallel Advisors
California
$449K +$19.9K +199 +5%
UCFA
557
United Capital Financial Advisors
Texas
$440K -$494K -4,944 -53%
GT
558
Glenview Trust
Kentucky
$431K -$11K -110 -2%
GRP
559
Global Retirement Partners
California
$422K -$4.4K -44 -1%
Twin Tree Management
560
Twin Tree Management
Texas
$422K +$422K +4,219 New
AUB
561
Atlantic Union Bankshares
Virginia
$418K -$45K -450 -10%
Lido Advisors
562
Lido Advisors
California
$418K +$20.6K +206 +5%
PCM
563
Prelude Capital Management
New York
$416K +$415K +4,155 New
AIM
564
Achmea Investment Management
Netherlands
$405K -$3.94M -39,428 -91%
TA
565
TCG Advisors
Texas
$405K +$405K +4,047 New
ARMT
566
Amica Retiree Medical Trust
Rhode Island
$401K -$192K -1,921 -32%
GI
567
GAMCO Investors
Connecticut
$400K -$42.5K -425 -10%
MMHP
568
Murphy Middleton Hinkle & Parker
Georgia
$400K
CA
569
Commerzbank Aktiengesellschaft
Germany
$399K +$98.4K +984 +33%
HH
570
Hilltop Holdings
Texas
$397K -$50K -500 -11%
TNB
571
TCF National Bank
South Dakota
$396K +$396K +3,961 New
SCM
572
SOL Capital Management
Maryland
$387K -$3K -30 -0.8%
TBA
573
Tower Bridge Advisors
Pennsylvania
$382K
HCM
574
Hutchinson Capital Management
California
$379K -$8.5K -85 -2%
CAG
575
Csenge Advisory Group
Florida
$379K +$148K +1,477 +64%