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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
S
601
SignatureFD
Georgia
$335K +$11.1K +116 +4%
DW
602
Domani Wealth
Pennsylvania
$333K
FB
603
Fulton Bank
Pennsylvania
$332K
DADC
604
D.A. Davidson & Co
Montana
$330K -$917K -9,582 -74%
PFS
605
Prospera Financial Services
Texas
$328K -$222K -2,323 -42%
RB
606
Rodgers Brothers
Pennsylvania
$328K
NSAM
607
North Star Asset Management
Wisconsin
$324K
SG
608
Strid Group
Pennsylvania
$320K
CGL
609
Clarius Group LLC
Washington
$320K +$17.3K +181 +6%
MWP
610
MYCIO Wealth Partners
Pennsylvania
$319K
WKWM
611
Walter & Keenan Wealth Management
Indiana
$319K
RW
612
REDW Wealth
New Mexico
$318K
LA
613
Lau Associates
Delaware
$315K -$35.2K -368 -10%
EIA
614
Edgemoor Investment Advisors
Maryland
$313K
CBU
615
CIBC Bank USA
Illinois
$312K +$10.9K +114 +4%
MYIA
616
Mount Yale Investment Advisors
Colorado
$311K -$6.51K -68 -2%
PLFAM
617
Pineno Levin & Ford Asset Management
Virginia
$311K
CG
618
Cutler Group
California
$306K +$218K +2,273 +284%
AIL
619
AGF Investments LLC
Ontario, Canada
$304K +$80.6K +842 +38%
DHFB
620
Dixon Hubard Feinour & Brown
Virginia
$302K
MCM
621
Manchester Capital Management
Vermont
$301K
WFPG
622
Waller Financial Planning Group
Ohio
$301K +$1.24K +13 +0.4%
CA
623
Commerzbank Aktiengesellschaft
Germany
$300K -$73.9K -772 -20%
DI
624
Diligent Investors
California
$300K -$23.9K -250 -8%
CAI
625
Capital Advisors Inc
Oklahoma
$300K +$287K +3,004 New