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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
SP
551
Symmetry Partners
Connecticut
$600K +$45.9K +439 +9%
ACP
552
Ashfield Capital Partners
California
$596K
S
553
SimplyRich
California
$594K
BRWA
554
B. Riley Wealth Advisors
Florida
$594K +$80.5K +771 +17%
BBVA
555
Banco Bilbao Vizcaya Argentaria
Spain
$594K +$557K +5,335 New
GCMG
556
Gyroscope Capital Management Group
Florida
$591K +$57.8K +553 +12%
MC
557
Machina Capital
France
$585K +$205K +1,963 +60%
LOAME
558
Lombard Odier Asset Management (Europe)
United Kingdom
$584K
PA
559
PFG Advisors
Arizona
$580K +$545K +5,217 New
ROTUOC
560
Regents of the University of California
California
$579K
TI
561
Truehand Inc
New Hampshire
$575K -$62.7K -600 -10%
IC
562
Inscription Capital
Texas
$572K -$95.6K -915 -15%
TCM
563
Teza Capital Management
Illinois
$564K -$913K -8,744 -63%
CCA
564
Checchi Capital Advisers
California
$549K +$10K +96 +2%
TPCW
565
TD Private Client Wealth
New York
$548K +$514K +4,916 New
JFL
566
Jarislowsky, Fraser Ltd
Quebec, Canada
$545K
NA
567
NewEdge Advisors
Louisiana
$545K +$25.5K +244 +5%
PWP
568
Personal Wealth Partners
Minnesota
$543K
SI
569
Stephens Inc
Arkansas
$536K -$58.1K -556 -10%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$536K +$23.7K +227 +5%
IIC
571
Ironwood Investment Counsel
Arizona
$535K +$836 +8 +0.2%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$533K +$242K +2,315 +95%
WJWM
573
Williams Jones Wealth Management
New York
$530K +$497K +4,758 New
PA
574
Parallel Advisors
California
$525K +$23.7K +227 +5%
HI
575
Horizon Investments
North Carolina
$524K +$151K +1,442 +44%