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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
SNT
726
Security National Trust
West Virginia
$93K -$17.9K -187 -17%
PO
727
Private Ocean
California
$93K +$75.1K +785 +503%
RWA
728
Ropes Wealth Advisors
Massachusetts
$90K
BFC
729
Bedel Financial Consulting
Indiana
$88K
CIA
730
CSat Investment Advisory
Michigan
$87K +$76.3K +797 +1,123%
WB
731
Webster Bank
Connecticut
$86K
YWP
732
YorkBridge Wealth Partners
New York
$86K +$53.7K +561 +187%
ASN
733
Advisory Services Network
Georgia
$85K +$43.1K +450 +111%
VFA
734
Valeo Financial Advisors
Indiana
$82K +$4.4K +46 +6%
KFS
735
Kelly Financial Services
Massachusetts
$81.3K
SIAS
736
Shine Investment Advisory Services
Colorado
$80K
NIM
737
NuWave Investment Management
New Jersey
$77K +$66.1K +691 +886%
RA
738
Rational Advisors
New York
$77K +$66.1K +691 +886%
JCM
739
Jacobi Capital Management
Pennsylvania
$75K -$10.1K -106 -12%
CIM
740
Contravisory Investment Management
Massachusetts
$74K +$67.4K +704 +1,717%
VC
741
Vestor Capital
Illinois
$73K -$12.4K -130 -15%
TFGT
742
TS Financial Group (TSFG)
Illinois
$72K
PCP
743
Proficio Capital Partners
Massachusetts
$71K +$16.3K +170 +31%
FBT
744
First Bank & Trust
South Dakota
$71K +$60.3K +630 +759%
MF
745
Manchester Financial
California
$67K +$63.9K +668 New
GT
746
Glenmede Trust
Pennsylvania
$66.6K +$21.4M +223,906 +51%
OC
747
Oakworth Capital
Alabama
$66K +$26.5K +277 +71%
LC
748
Lindbrook Capital
California
$65K +$2.1K +22 +3%
PMFA
749
Plante Moran Financial Advisors
Michigan
$60K +$33.8K +353 +141%
HFM
750
Harvest Fund Management
China
$56K