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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
726
Nicholas Company
Wisconsin
$121K -$107K -1,000 -42%
NSB
727
Norway Savings Bank
Maine
$121K +$149K +1,395 New
OPS
728
Orion Portfolio Solutions
Nebraska
$119K +$33.9K +318 +30%
HFM
729
Harvest Fund Management
China
$112K +$42.1K +395 +43%
SBSB
730
Sullivan, Bruyette, Speros & Blaney
Virginia
$111K
CIA
731
CSat Investment Advisory
Michigan
$111K +$16.2K +152 +13%
FMII
732
Farmers & Merchants Investments Inc
Nebraska
$109K +$426 +4 +0.3%
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$106K -$28.4K -266 -18%
KLWA
734
Kelly Lawrence W & Associates
California
$104K -$21.3K -200 -14%
JWA
735
JFS Wealth Advisors
Pennsylvania
$104K
RBC
736
Roble Belko & Company
Pennsylvania
$93K +$115K +1,079 New
MA
737
MUFG Americas
New York
$91K -$20.8K -195 -16%
AIS
738
Accurate Investment Solutions
Pennsylvania
$91K
PHK
739
Point72 Hong Kong
Hong Kong
$87K -$76.2K -715 -42%
DWA
740
Dougherty Wealth Advisers
Minnesota
$85K
CCM
741
Covington Capital Management
California
$84K -$6.61K -62 -6%
BFC
742
Bedel Financial Consulting
Indiana
$81K +$533 +5 +0.5%
SFSIG
743
San Francisco Sentry Investment Group
California
$76K -$82.1K -770 -47%
RWA
744
Ropes Wealth Advisors
Massachusetts
$74K
WB
745
Webster Bank
Connecticut
$74K
SNT
746
Security National Trust
West Virginia
$73K -$3.73K -35 -4%
HIA
747
Harbor Investment Advisory
Maryland
$71K +$1.39K +13 +2%
KFS
748
Kelly Financial Services
Massachusetts
$70.5K
SIAS
749
Shine Investment Advisory Services
Colorado
$70K
NFG
750
Next Financial Group
Texas
$68K +$72.1K +676 +583%