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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
SHWM
701
Smith & Howard Wealth Management
Georgia
$244K
GA
702
Geller Advisors
New York
$244K +$228K +2,187 New
FRM
703
Fox Run Management
Connecticut
$243K +$228K +2,179 New
DI
704
Diligent Investors
California
$241K -$57.5K -550 -20%
JT
705
Jump Trading
Illinois
$241K +$226K +2,163 New
BDF
706
Balasa Dinverno & Foltz
$240K
AWE
707
Avidian Wealth Enterprises
Texas
$240K +$225K +2,154 New
CF
708
Centaurus Financial
California
$238K +$223K +2,134 New
PNC
709
Park National Corp
Ohio
$236K
CAW
710
Cornerstone Advisors (Washington)
Washington
$236K +$3.76K +36 +2%
BWAM
711
Boyd Watterson Asset Management
Ohio
$234K
MSFP
712
Mark Sheptoff Financial Planning
Connecticut
$234K
YMRC
713
Yorktown Management & Research Company
Virginia
$234K
JIM
714
Jupiter Investment Management
United Kingdom
$233K +$219K +2,100 New
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$232K -$11.7K -112 -5%
FAIM
716
Financial Advocates Investment Management
Washington
$232K +$218K +2,085 New
AWM
717
AE Wealth Management
Kansas
$231K +$7K +67 +3%
VVP
718
Venture Visionary Partners
Ohio
$230K +$216K +2,067 New
EW
719
Evoke Wealth
California
$227K +$51.3K +491 +32%
KCM
720
Kornitzer Capital Management
Kansas
$223K
SCI
721
S&CO Inc
Massachusetts
$223K
HAIM
722
Hunter Associates Investment Management
Pennsylvania
$223K +$209K +2,000 New
NB
723
Nicolet Bankshares
Wisconsin
$220K
SL
724
Signition LP
New York
$219K +$206K +1,970 New
CFA
725
Carroll Financial Associates
North Carolina
$217K -$5.64K -54 -3%