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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
1832 Asset Management
676
1832 Asset Management
Ontario, Canada
$222K +$265K +2,652 +17,680%
MA
677
Montag & Associates
Georgia
$220K -$2.7K -27 -1%
GG
678
Gofen & Glossberg
Illinois
$220K
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$220K +$220K +2,202 New
RIM
680
Reliant Investment Management
Tennessee
$219K
SHWM
681
Smith & Howard Wealth Management
Georgia
$219K +$219K +2,190 New
BDF
682
Balasa Dinverno & Foltz
$216K
IWM
683
IHT Wealth Management
Illinois
$214K +$214K +2,141 New
PNC
684
Park National Corp
Ohio
$212K
BWAM
685
Boyd Watterson Asset Management
Ohio
$210K
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$210K
YMRC
687
Yorktown Management & Research Company
Virginia
$210K
CAW
688
Cornerstone Advisors (Washington)
Washington
$208K +$15.9K +159 +8%
WWM
689
Windsor Wealth Management
Indiana
$207K -$19.8K -198 -8%
AF
690
Advisornet Financial
Minnesota
$206K +$53.2K +532 +35%
RMC
691
Resources Management Corp
Connecticut
$205K +$205K +2,050 New
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K -$6K -60 -3%
EMG
693
ETF Managers Group
New Jersey
$203K -$1.9K -19 -0.9%
CFA
694
Carroll Financial Associates
North Carolina
$201K +$53.4K +534 +36%
KCM
695
Kornitzer Capital Management
Kansas
$200K +$200K +2,000 New
SCI
696
S&CO Inc
Massachusetts
$200K +$200K +2,000 New
AWM
697
AE Wealth Management
Kansas
$200K +$200K +2,004 New
NB
698
Nicolet Bankshares
Wisconsin
$198K +$198K +1,979 New
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$191K
APW
700
Acima Private Wealth
Virginia
$188K