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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
BL
751
Balentine LLC
Georgia
$32K
BWM
752
BerganKDV Wealth Management
Minnesota
$32K
CH
753
Canton Hathaway
Rhode Island
$30K +$28.7K +325 New
KPW
754
Kore Private Wealth
New York
$28K -$67.6K -764 -72%
IBOK
755
Independence Bank of Kentucky
Kentucky
$28K -$8.84K -100 -25%
TFO
756
Tarbox Family Office
California
$28K
TL
757
TrueWealth LLC
Georgia
$28K
YWP
758
YorkBridge Wealth Partners
New York
$28K +$6.54K +74 +33%
Lazard Asset Management
759
Lazard Asset Management
New York
$27K -$3.63K -41 -12%
M
760
MOTCO
Texas
$26K
CFGS
761
Concourse Financial Group Securities
Alabama
$26K +$619 +7 +3%
Twin Tree Management
762
Twin Tree Management
Texas
$24K -$135K -1,521 -85%
PMFA
763
Plante Moran Financial Advisors
Michigan
$24K -$7.25K -82 -25%
ESB
764
Essex Savings Bank
Connecticut
$24K +$88 +1 +0.4%
AWMS
765
Advocacy Wealth Management Services
Georgia
$21K -$9.38K -106 -32%
CAC
766
Certified Advisory Corp
Florida
$21K
EARNEST Partners
767
EARNEST Partners
Georgia
$21K
CHP
768
Cable Hill Partners
Oregon
$20K
CIAS
769
Capital Investment Advisory Services
North Carolina
$20K
FHA
770
First Horizon Advisors
Tennessee
$20K +$2.03K +23 +12%
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
AOWM
772
Alpha Omega Wealth Management
Virginia
$17K
IA
773
IFP Advisors
Florida
$15K -$192K -2,170 -93%
AF
774
Allworth Financial
California
$15K
BFEC
775
Benjamin F. Edwards & Company
Missouri
$15K