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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
DI
601
Diligent Investors
California
$306K +$884 +10 +0.3%
NSAM
602
North Star Asset Management
Wisconsin
$305K
S
603
SignatureFD
Georgia
$304K -$14.5K -164 -5%
SG
604
Strid Group
Pennsylvania
$301K
MWP
605
MYCIO Wealth Partners
Pennsylvania
$300K -$8.67K -98 -3%
RW
606
REDW Wealth
New Mexico
$300K
WKWM
607
Walter & Keenan Wealth Management
Indiana
$300K
EIA
608
Edgemoor Investment Advisors
Maryland
$295K +$278K +3,140 New
PLFAM
609
Pineno Levin & Ford Asset Management
Virginia
$293K
BSW
610
Buckingham Strategic Wealth
Missouri
$288K +$3.8K +43 +1%
QT
611
Quantamental Technologies
New York
$287K +$270K +3,058 New
CBU
612
CIBC Bank USA
Illinois
$284K -$30.2K -341 -10%
DHFB
613
Dixon Hubard Feinour & Brown
Virginia
$284K
CGL
614
Clarius Group LLC
Washington
$284K +$267K +3,024 New
MCM
615
Manchester Capital Management
Vermont
$283K -$15K -170 -5%
CCG
616
Ceeto Capital Group
Florida
$282K
PCG
617
Private Capital Group
Connecticut
$282K +$69.1K +781 +35%
WFPG
618
Waller Financial Planning Group
Ohio
$281K +$1.15K +13 +0.4%
CT
619
Cambridge Trust
Massachusetts
$278K -$12.4K -140 -5%
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$278K -$7.34K -83 -3%
SM
621
Sciencast Management
New Jersey
$278K +$265K +3,000 New
NC
622
Nicholas Company
Wisconsin
$272K -$336K -3,800 -57%
BCM
623
Bayesian Capital Management
New York
$272K +$256K +2,900 New
Dodge & Cox
624
Dodge & Cox
California
$269K -$70.8K -800 -22%
WWM
625
Western Wealth Management
Colorado
$265K -$15.4K -174 -6%