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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
GT
626
Greenleaf Trust
Michigan
$370K +$12.5K +120 +4%
HR
627
Hayden Royal
North Carolina
$368K +$322K +3,083 New
BJL
628
Brighton Jones LLC
Washington
$368K +$79.9K +765 +30%
CBU
629
CIBC Bank USA
Illinois
$366K
RB
630
Rodgers Brothers
Pennsylvania
$366K
NSAM
631
North Star Asset Management
Wisconsin
$362K
MWP
632
MYCIO Wealth Partners
Pennsylvania
$361K -$3.03K -29 -0.9%
SG
633
Strid Group
Pennsylvania
$358K
RW
634
REDW Wealth
New Mexico
$355K
EIA
635
Edgemoor Investment Advisors
Maryland
$350K
CG
636
Caprock Group
Idaho
$344K -$11.2K -107 -3%
CT
637
Cambridge Trust
Massachusetts
$343K +$20.6K +197 +7%
Jane Street
638
Jane Street
New York
$338K -$7.21K -69 -2%
DHFB
639
Dixon Hubard Feinour & Brown
Virginia
$337K
MCM
640
Manchester Capital Management
Vermont
$336K
CAI
641
Capital Advisors Inc
Oklahoma
$336K +$940 +9 +0.3%
PTC
642
Provident Trust Company
Wisconsin
$334K
WFPG
643
Waller Financial Planning Group
Ohio
$332K +$1.36K +13 +0.4%
WWM
644
Western Wealth Management
Colorado
$330K +$627 +6 +0.2%
OWD
645
Osborn Williams & Donohoe
Ohio
$324K -$15.7K -150 -5%
PFA
646
Pathway Financial Advisors
Vermont
$322K +$295K +2,823 New
Dodge & Cox
647
Dodge & Cox
California
$319K
Fisher Asset Management
648
Fisher Asset Management
Washington
$311K +$8.46K +81 +3%
B
649
Barings
North Carolina
$307K -$522K -5,000 -65%
EMG
650
ETF Managers Group
New Jersey
$307K +$73.5K +704 +35%