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MRSH

Marsh

845 hedge funds and large institutions have $44.3B invested in Marsh in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 297 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.2M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $41.3B → $44.3B (+$2.94B)

1% more funds holding

Funds holding: 835845 (+10)

0% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 297

0.25% less ownership

Funds ownership: 87.26%87.01% (-0.25%)

Holders
845
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
297
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
576
Lazard Asset Management
New York
$396K +$353K +3,688 +1,242%
CCM
577
Crabel Capital Management
California
$394K +$123K +1,282 +48%
BSW
578
Buckingham Strategic Wealth
Missouri
$391K +$81.3K +850 +28%
SCM
579
SOL Capital Management
Maryland
$389K
HCM
580
Hutchinson Capital Management
California
$386K
SM
581
Sciencast Management
New Jersey
$384K +$76.6K +800 +27%
AFP
582
Ausdal Financial Partners
Iowa
$378K +$360K +3,760 New
MGIA
583
Matthew Goff Investment Advisor
Texas
$374K
BWM
584
Buckley Wealth Management
Nevada
$372K +$11.1K +116 +3%
CIAS
585
Capital Investment Advisory Services
North Carolina
$370K +$331K +3,456 +1,638%
TBA
586
Tower Bridge Advisors
Pennsylvania
$369K
FHA
587
Flagship Harbor Advisors
Massachusetts
$367K -$28.7K -300 -8%
RL
588
Ruffer LLP
United Kingdom
$363K
SRAM
589
Stone Ridge Asset Management
New York
$363K
RCAG
590
Rehmann Capital Advisory Group
Michigan
$361K +$6.51K +68 +2%
JMFC
591
J.M. Forbes & Co
Massachusetts
$359K
QCG
592
Quadrant Capital Group
Ohio
$356K +$80.2K +838 +30%
C
593
Cerebellum
California
$355K +$341K +3,561 New
TCOV
594
Trust Company of Vermont
Vermont
$352K -$20.2K -211 -6%
SWM
595
Stockman Wealth Management
Montana
$352K
NCM
596
Noesis Capital Mangement
Florida
$349K -$9.57K -100 -3%
CANY
597
Caxton Associates (New York)
New York
$344K +$8.52K +89 +3%
FMLI
598
Fukoku Mutual Life Insurance
Japan
$343K
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$336K -$97.9K -1,023 -23%
WSFS
600
Wilmington Savings Fund Society
Delaware
$336K -$9.28K -97 -3%