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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
FPFS
701
First Personal Financial Services
North Carolina
$97K
WTB
702
Washington Trust Bank
Washington
$97K
WWM
703
Willingdon Wealth Management
North Carolina
$94K
DWA
704
Dougherty Wealth Advisers
Minnesota
$93K
CFA
705
Carroll Financial Associates
North Carolina
$91K -$5.75K -65 -6%
CCM
706
Covington Capital Management
California
$90K
RWA
707
Ropes Wealth Advisors
Massachusetts
$85K -$141K -1,593 -64%
BFC
708
Bedel Financial Consulting
Indiana
$83K
SLF
709
Sun Life Financial
Ontario, Canada
$81K -$47.3K -535 -38%
VC
710
Vestor Capital
Illinois
$81K
WB
711
Webster Bank
Connecticut
$81K
JCM
712
Jacobi Capital Management
Pennsylvania
$80K
VCM
713
Versant Capital Management
Arizona
$77K
KFS
714
Kelly Financial Services
Massachusetts
$76.5K +$72.1K +815 New
SIAS
715
Shine Investment Advisory Services
Colorado
$75K
CG
716
Cutler Group
California
$75K +$17.7K +200 +33%
LA
717
Legacy Advisors
Pennsylvania
$75K +$70.4K +796 New
VFA
718
Valeo Financial Advisors
Indiana
$73K -$13.3K -150 -16%
TFGT
719
TS Financial Group (TSFG)
Illinois
$68K +$63.6K +719 New
SSB
720
Sandy Spring Bank
Maryland
$66K
LC
721
Lindbrook Capital
California
$59K
LC
722
Lavaca Capital
Texas
$56K
TWA
723
TCI Wealth Advisors
Arizona
$54K -$46.8K -529 -48%
CTC
724
Central Trust Company
Missouri
$54K -$3.1K -35 -6%
HFM
725
Harvest Fund Management
China
$53K