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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
BWM
651
Buckley Wealth Management
Nevada
$306K -$18.4K -176 -6%
NP
652
NorthRock Partners
Minnesota
$304K +$285K +2,729 New
SL
653
Stevard LLC
Illinois
$304K +$285K +2,733 New
AA
654
Advisory Alpha
Michigan
$303K -$9.82K -94 -3%
WSTAM
655
Wilbanks Smith & Thomas Asset Management
Virginia
$302K -$3.45K -33 -1%
CIP
656
Cornerstone Investment Partners
Georgia
$302K
CAN
657
Cetera Advisor Networks
California
$302K +$24.4K +234 +9%
WKWM
658
Walter & Keenan Wealth Management
Indiana
$301K -$52.2K -500 -16%
DWT
659
Dorsey & Whitney Trust
South Dakota
$297K +$1.25K +12 +0.5%
FCI
660
Financial Counselors Inc
Kansas
$297K +$12.3K +118 +5%
LSAG
661
Lake Street Advisors Group
New Hampshire
$296K +$731 +7 +0.3%
LJHT
662
Laurie J. Hall Trustee
$295K
CCM
663
Coldstream Capital Management
Washington
$295K +$24.8K +237 +10%
BOTW
664
Bank of the West
California
$294K
BRM
665
Boston Research & Management
Massachusetts
$291K
SWA
666
Sutton Wealth Advisors
Florida
$289K
AHB
667
Abner Herrman & Brock
New Jersey
$285K -$4.91K -47 -2%
BIM
668
Bridges Investment Management
Nebraska
$285K +$267K +2,559 New
BCM
669
Bayesian Capital Management
New York
$284K +$266K +2,545 New
AWM
670
Aberdeen Wealth Management
Illinois
$283K +$265K +2,536 New
DT
671
Diversified Trust
Tennessee
$280K +$262K +2,509 New
CC
672
Colrain Capital
Massachusetts
$279K
SPIA
673
Steward Partners Investment Advisory
New York
$274K -$50.8K -486 -16%
HBT
674
Hills Bank & Trust
Iowa
$273K +$257K +2,456 New
WCM
675
Wallace Capital Management
Texas
$272K