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MRSH

Marsh

845 hedge funds and large institutions have $44.3B invested in Marsh in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 297 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.2M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $41.3B → $44.3B (+$2.94B)

1% more funds holding

Funds holding: 835845 (+10)

0% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 297

0.25% less ownership

Funds ownership: 87.26%87.01% (-0.25%)

Holders
845
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
297
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
Montag & Associates
Georgia
$222K +$2.58K +27 +1%
CG
677
Caprock Group
Idaho
$222K +$213K +2,222 New
PCA
678
Personal Capital Advisors
California
$221K +$212K +2,212 New
GG
679
Gofen & Glossberg
Illinois
$219K
RIM
680
Reliant Investment Management
Tennessee
$218K
BFS
681
Baskin Financial Services
Ontario, Canada
$218K +$209K +2,185 New
BDF
682
Balasa Dinverno & Foltz
$215K
BP
683
Ballentine Partners
Massachusetts
$214K +$205K +2,141 New
PNC
684
Park National Corp
Ohio
$211K -$42K -439 -17%
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K -$52.6K -550 -21%
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$209K
BWAM
687
Boyd Watterson Asset Management
Ohio
$209K +$201K +2,096 New
YMRC
688
Yorktown Management & Research Company
Virginia
$209K +$201K +2,100 New
OWD
689
Osborn Williams & Donohoe
Ohio
$208K -$9.57K -100 -5%
SPC
690
Sigma Planning Corp
Michigan
$206K +$198K +2,066 New
EMG
691
ETF Managers Group
New Jersey
$204K -$551K -5,758 -74%
MC
692
Moors & Cabot
Massachusetts
$204K +$196K +2,044 New
KLWA
693
Kelly Lawrence W & Associates
California
$199K +$191K +2,000 New
M
694
MOTCO
Texas
$197K +$163K +1,699 +613%
CAW
695
Cornerstone Advisors (Washington)
Washington
$192K +$11.1K +116 +6%
WAP
696
Wealthcare Advisory Partners
Pennsylvania
$191K
CFG
697
CKW Financial Group
Hawaii
$190K
APW
698
Acima Private Wealth
Virginia
$188K
PCG
699
Private Capital Group
Connecticut
$182K -$75.6K -790 -26%
SFSIG
700
San Francisco Sentry Investment Group
California
$175K -$3.83K -40 -2%