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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
676
Private Capital Group
Connecticut
$224K +$40K +375 +17%
OMC
677
Old Mission Capital
Illinois
$221K +$272K +2,554 New
MCA
678
Mercer Capital Advisers
New Jersey
$220K -$320K -3,000 -54%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$19.2K -180 -7%
QIM
680
Quantitative Investment Management
Virginia
$219K +$271K +2,539 New
DT
681
Diversified Trust
Tennessee
$217K
WWM
682
Windsor Wealth Management
Indiana
$216K +$20.8K +195 +8%
BFM
683
Boston Financial Management
Massachusetts
$214K -$677K -6,350 -72%
FIM
684
Freedom Investment Management
Connecticut
$214K +$3.84K +36 +2%
CAN
685
Cetera Advisor Networks
California
$213K -$27K -253 -9%
BOTW
686
Bank of the West
California
$213K -$18.8K -176 -7%
VVP
687
Venture Visionary Partners
Ohio
$212K +$41.5K +389 +19%
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K +$60.9K +571 +30%
AWM
689
Aberdeen Wealth Management
Illinois
$211K -$10.7K -100 -4%
WCM
690
Wallace Capital Management
Texas
$211K
GWS
691
Glassman Wealth Services
Virginia
$211K +$5.44K +51 +2%
FAIM
692
Financial Advocates Investment Management
Washington
$209K +$35.3K +331 +16%
ONB
693
Old National Bancorp
Indiana
$209K +$257K +2,407 New
GC
694
Gilbert & Cook
Iowa
$206K
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$206K +$33.2K +311 +15%
CCM
696
Coldstream Capital Management
Washington
$205K -$28K -263 -10%
AIA
697
Alera Investment Advisors
Illinois
$205K
AWE
698
Avidian Wealth Enterprises
Texas
$205K +$22.8K +214 +10%
BDWM
699
Brewin Dolphin Wealth Management
Ireland
$204K -$5.33K -50 -2%
PIA
700
Powell Investment Advisors
Florida
$203K