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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
CCG
626
Ceeto Capital Group
Florida
$299K
GT
627
Greenleaf Trust
Michigan
$290K +$26.5K +277 +11%
IUHSA
628
Itau Unibanco Holding S.A.
Brazil
$288K -$213K -2,228 -43%
CT
629
Cambridge Trust
Massachusetts
$288K -$7.18K -75 -3%
LGWM
630
Litman Gregory Wealth Management
California
$287K +$276K +2,882 New
Dodge & Cox
631
Dodge & Cox
California
$285K
P
632
Pitcairn
Pennsylvania
$285K +$8.99K +94 +3%
NFP
633
Narus Financial Partners
Utah
$284K +$273K +2,850 New
LJHT
634
Laurie J. Hall Trustee
$280K
DWT
635
Dorsey & Whitney Trust
South Dakota
$277K -$191 -2 -0.1%
VF
636
Virtu Financial
New York
$277K +$265K +2,772 New
WSTAM
637
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$19.2K -201 -7%
CIP
638
Cornerstone Investment Partners
Georgia
$273K -$58.3M -608,810 -100%
Group One Trading
639
Group One Trading
Illinois
$271K +$260K +2,716 New
FI
640
Fosun International
China
$270K +$47.8K +500 +23%
AA
641
Advisory Alpha
Michigan
$269K +$13.9K +145 +6%
CAPTRUST Financial Advisors
642
CAPTRUST Financial Advisors
North Carolina
$268K -$8.04K -84 -3%
AIA
643
Alera Investment Advisors
Illinois
$265K
BOTW
644
Bank of the West
California
$264K -$5.17K -54 -2%
LC
645
Lourd Capital
California
$262K -$12K -125 -5%
BRM
646
Boston Research & Management
Massachusetts
$261K
SWA
647
Sutton Wealth Advisors
Florida
$259K
SPIA
648
Steward Partners Investment Advisory
New York
$257K +$247K +2,580 New
WWM
649
Western Wealth Management
Colorado
$255K -$20.5K -214 -8%
AHB
650
Abner Herrman & Brock
New Jersey
$255K