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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
CFG
701
CKW Financial Group
Hawaii
$187K
KLWA
702
Kelly Lawrence W & Associates
California
$180K -$20K -200 -10%
SFSIG
703
San Francisco Sentry Investment Group
California
$165K -$11K -110 -6%
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$155K -$13.3K -133 -8%
EW
705
Evoke Wealth
California
$155K +$155K +1,546 New
GLI
706
Guardian Life Insurance
New York
$148K +$2.6K +26 +2%
LPIC
707
LeJeune Puetz Investment Counsel
Michigan
$131K
MA
708
MUFG Americas
New York
$130K
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$126K +$400 +4 +0.3%
TF
710
Tompkins Financial
New York
$124K
SBSB
711
Sullivan, Bruyette, Speros & Blaney
Virginia
$121K +$121K +1,214 New
JWA
712
JFS Wealth Advisors
Pennsylvania
$120K
OFS
713
Orrstown Financial Services
Pennsylvania
$113K -$23K -230 -17%
AIS
714
Accurate Investment Solutions
Pennsylvania
$105K
QT
715
Quantamental Technologies
New York
$104K +$104K +1,044 New
DWA
716
Dougherty Wealth Advisers
Minnesota
$99K
CCM
717
Covington Capital Management
California
$97K +$900 +9 +0.9%
CIA
718
CSat Investment Advisory
Michigan
$97K +$9.3K +93 +11%
PO
719
Private Ocean
California
$95K
WWM
720
Willingdon Wealth Management
North Carolina
$93K -$6.9K -69 -7%
BFC
721
Bedel Financial Consulting
Indiana
$93K +$5K +50 +6%
SNT
722
Security National Trust
West Virginia
$91K -$2.5K -25 -3%
CIM
723
Contravisory Investment Management
Massachusetts
$87K +$12.1K +121 +16%
RWA
724
Ropes Wealth Advisors
Massachusetts
$86K -$4.8K -48 -5%
WB
725
Webster Bank
Connecticut
$86K