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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
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$2.21K +25 +5%
NFG
727
Next Financial Group
Texas
$53K +$21.7K +245 +77%
NFH
728
NEXT Financial Holdings
Texas
$53K +$49.8K +563 New
QAM
729
QCI Asset Management
New York
$52K
PCP
730
Proficio Capital Partners
Massachusetts
$51K +$1.59K +18 +3%
GWM
731
Geneos Wealth Management
Colorado
$51K +$4.95K +56 +11%
PCTC
732
Perkins Coie Trust Company
Washington
$48K
VIM
733
Veritas Investment Management
United Kingdom
$47K
BWM
734
Baystate Wealth Management
Massachusetts
$47K +$1.77K +20 +4%
FC
735
Ferris Capital
Massachusetts
$45K
ZB
736
Zions Bancorporation
Utah
$42K +$39.9K +451 New
GT
737
Glenmede Trust
Pennsylvania
$41.6K +$440K +4,980 +1%
AC
738
Avestar Capital
New York
$41K -$973 -11 -2%
AW
739
Alpha Windward
Massachusetts
$41K
SCM
740
Silvant Capital Management
Georgia
$41K
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$39K -$1.33K -15 -3%
PFBT
742
Parkside Financial Bank & Trust
Missouri
$39K +$2.92K +33 +9%
ASN
743
Advisory Services Network
Georgia
$38K
GAM
744
Gemmer Asset Management
California
$38K
MFW
745
Mosaic Family Wealth
Missouri
$38K
RTC
746
Riverview Trust Company
Washington
$38K
LFA
747
Legacy Financial Advisors
Kentucky
$37K +$9.73K +110 +39%
TA
748
Thor Advisors
New York
$37K +$34.7K +392 New
OC
749
Oakworth Capital
Alabama
$36K
BCA
750
Berman Capital Advisors
Georgia
$35K +$8.84K +100 +35%