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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
ABC
726
Associated Banc-Corp
Wisconsin
$217K +$203K +1,943 New
FA
727
Faithward Advisors
Pennsylvania
$216K +$202K +1,937 New
PLFAM
728
Pineno Levin & Ford Asset Management
Virginia
$215K -$125K -1,196 -38%
AF
729
Advisornet Financial
Minnesota
$215K -$13.3K -127 -6%
WAP
730
Wealthcare Advisory Partners
Pennsylvania
$213K
YIA
731
YHB Investment Advisors
Connecticut
$213K +$199K +1,908 New
CT
732
Columbia Trust
Oregon
$213K +$200K +1,918 New
CFG
733
CKW Financial Group
Hawaii
$212K
EF
734
Empirical Finance
Pennsylvania
$211K +$198K +1,894 New
APW
735
Acima Private Wealth
Virginia
$210K
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$169K +1,615 +594%
KCM
737
Kanawha Capital Management
Virginia
$210K +$196K +1,881 New
GC
738
Gratus Capital
Georgia
$210K +$197K +1,885 New
O
739
Ossiam
France
$208K -$137K -1,316 -41%
LOAMS
740
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$195K +1,866 New
RMC
741
Resources Management Corp
Connecticut
$206K -$20.9K -200 -10%
SSB
742
Sandy Spring Bank
Maryland
$204K -$50.2K -481 -21%
TCBWMS
743
Texas Capital Bank Wealth Management Services
Texas
$204K +$192K +1,835 New
WCWM
744
Willow Creek Wealth Management
California
$203K +$190K +1,818 New
IWM
745
IHT Wealth Management
Illinois
$202K -$33.7K -323 -15%
AC
746
Abbrea Capital
California
$202K +$190K +1,817 New
LGWM
747
Litman Gregory Wealth Management
California
$201K -$50K -479 -21%
LNB
748
Ledyard National Bank
$201K +$188K +1,801 New
MFG
749
Magnus Financial Group
New York
$201K +$188K +1,801 New
MWA
750
Meridian Wealth Advisors
Texas
$201K +$188K +1,803 New