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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
MWM
576
Mission Wealth Management
California
$523K +$11.9K +114 +2%
IDBONY
577
Israel Discount Bank of New York
New York
$503K +$166K +1,588 +54%
FNT
578
First National Trust
Pennsylvania
$500K
Lido Advisors
579
Lido Advisors
California
$498K +$31K +297 +7%
CCG
580
Cypress Capital Group
Florida
$493K -$9.92K -95 -2%
CAAS
581
Capital Asset Advisory Services
Michigan
$489K -$89.3K -855 -17%
GT
582
Glenview Trust
Kentucky
$489K +$8.98K +86 +2%
PP
583
Parplus Partners
New York
$488K +$458K +4,380 New
PI
584
Putnam Investments
Massachusetts
$483K -$21.3K -204 -4%
GRP
585
Global Retirement Partners
California
$470K
CA
586
Commerzbank Aktiengesellschaft
Germany
$458K +$12.5K +120 +3%
TA
587
TCG Advisors
Texas
$453K +$1.88K +18 +0.4%
AIM
588
Achmea Investment Management
Netherlands
$451K
AUB
589
Atlantic Union Bankshares
Virginia
$449K -$15.3K -146 -3%
ARMT
590
Amica Retiree Medical Trust
Rhode Island
$446K
MMHP
591
Murphy Middleton Hinkle & Parker
Georgia
$445K
TNB
592
TCF National Bank
South Dakota
$441K
AFP
593
Ausdal Financial Partners
Iowa
$441K +$4.6K +44 +1%
MC
594
Moors & Cabot
Massachusetts
$441K +$45.8K +438 +12%
FMLI
595
Fukoku Mutual Life Insurance
Japan
$439K +$52.2K +500 +15%
BSW
596
Buckingham Strategic Wealth
Missouri
$435K +$111K +1,065 +38%
HH
597
Hilltop Holdings
Texas
$432K -$9.19K -88 -2%
CIBC World Market
598
CIBC World Market
Ontario, Canada
$432K +$405K +3,880 New
MYIA
599
Mount Yale Investment Advisors
Colorado
$429K +$39.8K +381 +11%
LS
600
Livforsakringsbolaget Skandia
Sweden
$425K -$240K -2,300 -38%