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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
LCM
651
Landscape Capital Management
New Jersey
$232K -$11.5K -130 -5%
BDWM
652
Brewin Dolphin Wealth Management
Ireland
$231K
WCM
653
Wallace Capital Management
Texas
$230K +$217K +2,451 New
TF
654
Tompkins Financial
New York
$227K
WTC
655
WhitTier Trust Company
Nevada
$226K -$9.38K -106 -4%
GWS
656
Glassman Wealth Services
Virginia
$222K +$1.68K +19 +0.8%
LP
657
LMR Partners
United Kingdom
$222K +$210K +2,369 New
CAG
658
Csenge Advisory Group
Florida
$218K -$57.7K -652 -22%
WWM
659
Windsor Wealth Management
Indiana
$217K +$204K +2,307 New
PSG
660
Planning Solutions Group
Maryland
$215K +$202K +2,289 New
ARMT
661
Amica Retiree Medical Trust
Rhode Island
$214K
IC
662
InterOcean Capital
Illinois
$214K +$201K +2,274 New
MCM
663
Marathon Capital Management
Maryland
$214K +$202K +2,282 New
HCM
664
Hengehold Capital Management
Ohio
$213K +$201K +2,271 New
AIL
665
AGF Investments LLC
Ontario, Canada
$207K -$6.19M -70,033 -97%
GG
666
Gofen & Glossberg
Illinois
$207K +$195K +2,200 New
MA
667
Montag & Associates
Georgia
$207K +$195K +2,202 New
FI
668
Fosun International
China
$206K +$196K +2,220 New
RIM
669
Reliant Investment Management
Tennessee
$205K +$193K +2,186 New
OWD
670
Osborn Williams & Donohoe
Ohio
$205K +$194K +2,190 New
BDF
671
Balasa Dinverno & Foltz
$203K +$191K +2,158 New
CCM
672
Coldstream Capital Management
Washington
$202K -$35.8K -405 -16%
RMCM
673
Reynders McVeigh Capital Management
Massachusetts
$202K +$190K +2,150 New
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$197K
MWNA
675
Marshall Wace North America
New York
$187K -$7.15M -80,840 -98%