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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
S
601
SignatureFD
Georgia
$425K +$21.6K +207 +6%
QCG
602
Quadrant Capital Group
Ohio
$424K +$20.7K +198 +5%
CT
603
Caldwell Trust
Florida
$423K +$397K +3,800 New
HCM
604
Hutchinson Capital Management
California
$420K -$1.25K -12 -0.3%
MGIA
605
Matthew Goff Investment Advisor
Texas
$418K
PP
606
PDT Partners
New York
$413K +$387K +3,706 New
TBA
607
Tower Bridge Advisors
Pennsylvania
$412K
SRAM
608
Stone Ridge Asset Management
New York
$405K
FHA
609
Flagship Harbor Advisors
Massachusetts
$402K +$104 +1 +0%
JMFC
610
J.M. Forbes & Co
Massachusetts
$401K
CGL
611
Clarius Group LLC
Washington
$399K +$27.6K +264 +8%
TCOV
612
Trust Company of Vermont
Vermont
$395K
SWM
613
Stockman Wealth Management
Montana
$392K -$1.04K -10 -0.3%
DADC
614
D.A. Davidson & Co
Montana
$391K
NCM
615
Noesis Capital Mangement
Florida
$390K
T
616
TrueFG
Texas
$390K +$366K +3,500 New
CIAS
617
Capital Investment Advisory Services
North Carolina
$385K -$10.9K -104 -3%
WSFS
618
Wilmington Savings Fund Society
Delaware
$384K +$8.15K +78 +2%
VF
619
Virtu Financial
New York
$382K -$4.7K -45 -1%
CAG
620
Csenge Advisory Group
Florida
$379K -$40.8K -391 -10%
RL
621
Ruffer LLP
United Kingdom
$379K -$25.1K -240 -7%
SCM
622
SOL Capital Management
Maryland
$375K -$52.2K -500 -13%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$373K
DW
624
Domani Wealth
Pennsylvania
$372K
FB
625
Fulton Bank
Pennsylvania
$371K