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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
SPC
676
Sigma Planning Corp
Michigan
$270K +$253K +2,419 New
PFO
677
Pathstone Family Office
New Jersey
$269K +$25.3K +242 New
BDWM
678
Brewin Dolphin Wealth Management
Ireland
$268K -$5.22K -50 -2%
NC
679
Nicholas Company
Wisconsin
$267K
GWS
680
Glassman Wealth Services
Virginia
$266K +$522 +5 +0.2%
GC
681
Gilbert & Cook
Iowa
$265K -$18.8K -180 -7%
AIA
682
Alera Investment Advisors
Illinois
$264K -$17.7K -169 -7%
LA
683
Lau Associates
Delaware
$263K
VC
684
Veracity Capital
Georgia
$262K +$245K +2,348 New
PIA
685
Powell Investment Advisors
Florida
$262K +$245K +2,350 New
BP
686
Ballentine Partners
Massachusetts
$259K
WWM
687
Windsor Wealth Management
Indiana
$257K +$15.7K +150 +7%
LF
688
Lantz Financial
Illinois
$255K +$239K +2,292 New
CC
689
Cognios Capital
Kansas
$254K +$239K +2,287 New
DZ Bank
690
DZ Bank
Germany
$254K -$251K -2,400 -51%
PCA
691
Personal Capital Advisors
California
$253K -$4.49K -43 -2%
IC
692
InterOcean Capital
Illinois
$253K
NFP
693
Narus Financial Partners
Utah
$250K -$62.9K -602 -21%
MCM
694
Marathon Capital Management
Maryland
$250K -$3.66K -35 -2%
FI
695
Fosun International
China
$249K -$52.2K -500 -18%
PCG
696
Private Capital Group
Connecticut
$246K -$85.1K -815 -27%
PA
697
Procyon Advisors
Connecticut
$246K +$230K +2,205 New
GG
698
Gofen & Glossberg
Illinois
$245K
MA
699
Montag & Associates
Georgia
$245K
RIM
700
Reliant Investment Management
Tennessee
$244K