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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
LJHT
626
Laurie J. Hall Trustee
$263K -$22.1K -250 -8%
DWT
627
Dorsey & Whitney Trust
South Dakota
$261K
CAPTRUST Financial Advisors
628
CAPTRUST Financial Advisors
North Carolina
$260K +$4.51K +51 +2%
P
629
Pitcairn
Pennsylvania
$259K +$3.63K +41 +2%
LC
630
Lourd Capital
California
$258K -$45.6K -516 -16%
TW
631
TrinityPoint Wealth
Connecticut
$256K -$82.5K -933 -25%
QCG
632
Quadrant Capital Group
Ohio
$256K +$27.9K +315 +13%
BOTW
633
Bank of the West
California
$253K -$619 -7 -0.3%
CCM
634
Crabel Capital Management
California
$250K +$236K +2,664 New
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K -$10.6K -120 -4%
AIA
636
Alera Investment Advisors
Illinois
$249K -$5.04K -57 -2%
GT
637
Greenleaf Trust
Michigan
$247K -$26.4K -298 -10%
BRM
638
Boston Research & Management
Massachusetts
$246K
SWA
639
Sutton Wealth Advisors
Florida
$244K
LSAG
640
Lake Street Advisors Group
New Hampshire
$242K +$228K +2,582 New
FCI
641
Financial Counselors Inc
Kansas
$241K +$225K +2,545 New
TSS
642
Two Sigma Securities
New York
$240K -$1.47M -16,645 -87%
GC
643
Gilbert & Cook
Iowa
$240K -$19.9K -225 -8%
AHB
644
Abner Herrman & Brock
New Jersey
$240K
PNC
645
Park National Corp
Ohio
$240K
LIC
646
Lodestar Investment Counsel
Illinois
$238K +$265 +3 +0.1%
AA
647
Advisory Alpha
Michigan
$238K
BCI
648
Brinker Capital Investments
Pennsylvania
$236K
CC
649
Colrain Capital
Massachusetts
$235K -$44.2K -500 -17%
WIP
650
Wellesley Investment Partners
Massachusetts
$234K +$221K +2,494 New