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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$301K +$2.88K +27 +0.8%
RL
627
Ruffer LLP
United Kingdom
$294K
TBA
628
Tower Bridge Advisors
Pennsylvania
$294K -$32K -300 -8%
SCM
629
SOL Capital Management
Maryland
$291K
BJL
630
Brighton Jones LLC
Washington
$291K +$7.04K +66 +2%
LOAMS
631
Lombard Odier Asset Management (Switzerland)
Switzerland
$291K +$160K +1,505 +81%
DW
632
Domani Wealth
Pennsylvania
$289K
AC
633
Asio Capital
Kentucky
$285K +$96K +900 +38%
SWM
634
Stockman Wealth Management
Montana
$284K -$24K -225 -6%
RB
635
Rodgers Brothers
Pennsylvania
$284K
HR
636
Hayden Royal
North Carolina
$281K +$17.9K +168 +5%
LSAG
637
Lake Street Advisors Group
New Hampshire
$280K +$61.4K +576 +22%
SG
638
Strid Group
Pennsylvania
$278K
MC
639
Moors & Cabot
Massachusetts
$277K -$80.6K -756 -19%
RW
640
REDW Wealth
New Mexico
$276K
CAG
641
Csenge Advisory Group
Florida
$274K -$24.6K -231 -7%
WWM
642
Western Wealth Management
Colorado
$274K +$24.3K +228 +8%
EMG
643
ETF Managers Group
New Jersey
$273K +$33.3K +312 +11%
PI
644
Putnam Investments
Massachusetts
$270K -$129K -1,214 -28%
CCG
645
Cypress Capital Group
Florida
$269K -$141K -1,320 -30%
B
646
Barings
North Carolina
$265K +$34.4K +323 +12%
DHFB
647
Dixon Hubard Feinour & Brown
Virginia
$262K
BIM
648
Bridges Investment Management
Nebraska
$262K +$50.1K +470 +18%
MCM
649
Manchester Capital Management
Vermont
$261K
CAI
650
Capital Advisors Inc
Oklahoma
$260K -$960 -9 -0.3%