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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
SWA
651
Sutton Wealth Advisors
Florida
$260K
GC
652
Gilbert & Cook
Iowa
$256K
FCI
653
Financial Counselors Inc
Kansas
$255K
AIA
654
Alera Investment Advisors
Illinois
$254K -$11.9K -119 -4%
BJL
655
Brighton Jones LLC
Washington
$254K +$253K +2,534 New
CAN
656
Cetera Advisor Networks
California
$251K +$23.5K +235 +10%
CC
657
Colrain Capital
Massachusetts
$250K
TFCP
658
Twin Focus Capital Partners
Massachusetts
$250K +$250K +2,500 New
BDWM
659
Brewin Dolphin Wealth Management
Ireland
$246K
CAPTRUST Financial Advisors
660
CAPTRUST Financial Advisors
North Carolina
$244K -$24.7K -247 -9%
WCM
661
Wallace Capital Management
Texas
$244K
CCM
662
Coldstream Capital Management
Washington
$241K +$8.1K +81 +3%
NC
663
Nicholas Company
Wisconsin
$240K -$10K -100 -4%
GWS
664
Glassman Wealth Services
Virginia
$238K +$400 +4 +0.2%
LA
665
Lau Associates
Delaware
$236K -$80K -800 -25%
IA
666
IFP Advisors
Florida
$236K +$242K +2,419 New
CG
667
Cutler Group
California
$235K -$72.1K -721 -23%
USAA
668
United Services Automobile Association
Texas
$233K -$26.1M -261,128 -99%
BP
669
Ballentine Partners
Massachusetts
$232K +$18.5K +185 +9%
SSB
670
Sandy Spring Bank
Maryland
$232K +$93.8K +938 +68%
PCA
671
Personal Capital Advisors
California
$231K +$10.3K +103 +5%
LGWM
672
Litman Gregory Wealth Management
California
$228K -$60.3K -603 -21%
IC
673
InterOcean Capital
Illinois
$228K
MCM
674
Marathon Capital Management
Maryland
$228K
PRC
675
Pearl River Capital
Michigan
$223K +$222K +2,225 New