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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
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$180K
CFG
677
CKW Financial Group
Hawaii
$178K
APW
678
Acima Private Wealth
Virginia
$177K
CAW
679
Cornerstone Advisors (Washington)
Washington
$169K +$65.8K +744 +70%
SFSIG
680
San Francisco Sentry Investment Group
California
$168K -$135K -1,530 -46%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$167K -$1.15K -13 -0.7%
CAM
682
Cresset Asset Management
Illinois
$159K +$41.4K +468 +38%
OFS
683
Orrstown Financial Services
Pennsylvania
$145K -$30.1K -340 -18%
AF
684
Advisornet Financial
Minnesota
$138K -$129K -1,461 -50%
GLI
685
Guardian Life Insurance
New York
$137K +$2.3K +26 +2%
DWM
686
Destination Wealth Management
California
$137K +$12.8K +145 +11%
LPIC
687
LeJeune Puetz Investment Counsel
Michigan
$123K
SWM
688
SeaCrest Wealth Management
New York
$120K -$973 -11 -0.9%
FANJ
689
Financial Architects (New Jersey)
New Jersey
$116K -$13.7K -155 -11%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$116K +$1.33K +15 +1%
HWA
691
Heritage Wealth Advisors
Virginia
$115K +$88 +1 +0.1%
MA
692
MUFG Americas
New York
$115K -$159K -1,800 -60%
SAS
693
Stelac Advisory Services
New York
$114K
FL
694
Fort LP
Maryland
$114K +$108K +1,217 New
JWA
695
JFS Wealth Advisors
Pennsylvania
$113K
OIA
696
OneDigital Investment Advisors
Kansas
$113K
NO
697
Ninety One
South Africa
$111K
SNT
698
Security National Trust
West Virginia
$105K
GEA
699
Glen Eagle Advisors
New Jersey
$103K
AIS
700
Accurate Investment Solutions
Pennsylvania
$99K