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MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Provident Trust Company
Wisconsin
$300K +$300K +3,000 New
DC
627
DeDora Capital
California
$300K +$300K +3,002 New
WWM
628
Western Wealth Management
Colorado
$298K +$37K +370 +14%
SPIA
629
Steward Partners Investment Advisory
New York
$295K +$37.2K +372 +14%
BWM
630
Buckley Wealth Management
Nevada
$293K -$80.4K -804 -22%
IDBONY
631
Israel Discount Bank of New York
New York
$293K +$293K +2,929 New
WFPG
632
Waller Financial Planning Group
Ohio
$290K +$1.3K +13 +0.4%
CT
633
Cambridge Trust
Massachusetts
$288K -$500 -5 -0.2%
IUHSA
634
Itau Unibanco Holding S.A.
Brazil
$288K
Dodge & Cox
635
Dodge & Cox
California
$286K
NFP
636
Narus Financial Partners
Utah
$285K
BSW
637
Buckingham Strategic Wealth
Missouri
$284K -$108K -1,082 -28%
P
638
Pitcairn
Pennsylvania
$282K -$3.4K -34 -1%
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$1K -10 -0.4%
CIP
640
Cornerstone Investment Partners
Georgia
$272K -$2.6K -26 -0.9%
DI
641
Diligent Investors
California
$271K -$30K -300 -10%
FI
642
Fosun International
China
$271K
Fisher Asset Management
643
Fisher Asset Management
Washington
$271K +$271K +2,708 New
AA
644
Advisory Alpha
Michigan
$268K +$12.1K +121 +5%
DWT
645
Dorsey & Whitney Trust
South Dakota
$266K -$12.5K -125 -5%
LJHT
646
Laurie J. Hall Trustee
$265K -$15K -150 -5%
BOTW
647
Bank of the West
California
$264K
LSAG
648
Lake Street Advisors Group
New Hampshire
$263K +$15.8K +158 +6%
BRM
649
Boston Research & Management
Massachusetts
$262K
AHB
650
Abner Herrman & Brock
New Jersey
$261K +$4.4K +44 +2%