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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
QAM
751
QCI Asset Management
New York
$55K
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$54K -$2.49K -26 -5%
GWM
753
Geneos Wealth Management
Colorado
$54K
PCTC
754
Perkins Coie Trust Company
Washington
$51K
VIM
755
Veritas Investment Management
United Kingdom
$50K
IWA
756
IBEX Wealth Advisors
New Jersey
$49K +$47.2K +493 New
BWM
757
Baystate Wealth Management
Massachusetts
$48K -$1.91K -20 -4%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$45K +$3.92K +41 +10%
BCA
759
Berman Capital Advisors
Georgia
$44K +$5.93K +62 +16%
SCM
760
Silvant Capital Management
Georgia
$43K
VCM
761
Versant Capital Management
Arizona
$42K -$37.5K -392 -48%
JGIA
762
Jackson Grant Investment Advisers
Connecticut
$42K +$191 +2 +0.5%
SLF
763
Sun Life Financial
Ontario, Canada
$41K -$42.9K -448 -52%
BL
764
Balentine LLC
Georgia
$41K +$6.32K +66 +19%
ZB
765
Zions Bancorporation
Utah
$40K -$4.98K -52 -12%
AW
766
Alpha Windward
Massachusetts
$40K -$4.59K -48 -11%
AC
767
Avestar Capital
New York
$40K -$3.44K -36 -7%
GAM
768
Gemmer Asset Management
California
$40K
RTC
769
Riverview Trust Company
Washington
$40K
EIP
770
Ellis Investment Partners
Pennsylvania
$40K +$38.9K +406 New
GEA
771
Glen Eagle Advisors
New Jersey
$39.9K -$67K -700 -64%
TL
772
TrueWealth LLC
Georgia
$38K +$7.75K +81 +27%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$37K +$20.8K +217 +139%
CH
774
Canton Hathaway
Rhode Island
$35K +$2.87K +30 +9%
CFB
775
Cullen/Frost Bankers
Texas
$35K +$32K +334 +2,386%