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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
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$168K -$9.57K -100 -6%
AF
702
Advisornet Financial
Minnesota
$152K +$5.36K +56 +4%
FIA
703
FNY Investment Advisers
New York
$149K +$144K +1,500 New
CFA
704
Carroll Financial Associates
North Carolina
$147K +$48.1K +503 +52%
GLI
705
Guardian Life Insurance
New York
$145K
DWM
706
Doyle Wealth Management
Florida
$140K +$134K +1,400 New
SSB
707
Sandy Spring Bank
Maryland
$137K +$64.6K +675 +96%
OFS
708
Orrstown Financial Services
Pennsylvania
$136K -$17.7K -185 -12%
FL
709
Fort LP
Maryland
$135K +$12.6K +132 +11%
LPIC
710
LeJeune Puetz Investment Counsel
Michigan
$131K
MA
711
MUFG Americas
New York
$130K +$7.56K +79 +6%
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$125K +$1.53K +16 +1%
DWM
713
Destination Wealth Management
California
$124K -$19.9K -208 -14%
TF
714
Tompkins Financial
New York
$123K -$113K -1,180 -49%
FPFS
715
First Personal Financial Services
North Carolina
$122K +$18.9K +198 +19%
JWA
716
JFS Wealth Advisors
Pennsylvania
$120K
NO
717
Ninety One
South Africa
$118K
OIA
718
OneDigital Investment Advisors
Kansas
$115K -$5.17K -54 -4%
ESB
719
Essex Savings Bank
Connecticut
$111K +$82.1K +858 +339%
TRCT
720
Tower Research Capital (TRC)
New York
$109K -$545K -5,698 -84%
AIS
721
Accurate Investment Solutions
Pennsylvania
$105K
HCM
722
HMS Capital Management
Tennessee
$104K +$99.8K +1,043 New
WWM
723
Willingdon Wealth Management
North Carolina
$100K
DWA
724
Dougherty Wealth Advisers
Minnesota
$98K
CCM
725
Covington Capital Management
California
$96K