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MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
751
AIA Investment Management
Singapore
$48K +$48K +480 New
PFBT
752
Parkside Financial Bank & Trust
Missouri
$46K
BCA
753
Berman Capital Advisors
Georgia
$44K
ZB
754
Zions Bancorporation
Utah
$43K +$2.8K +28 +7%
KPCM
755
Kings Point Capital Management
New York
$43K +$32.2K +322 +298%
VCM
756
Versant Capital Management
Arizona
$42K -$700 -7 -2%
JGIA
757
Jackson Grant Investment Advisers
Connecticut
$42K +$200 +2 +0.5%
SLF
758
Sun Life Financial
Ontario, Canada
$42K +$600 +6 +1%
BL
759
Balentine LLC
Georgia
$41K
GAM
760
Gemmer Asset Management
California
$41K
GEA
761
Glen Eagle Advisors
New Jersey
$40K
First Manhattan
762
First Manhattan
New York
$40K -$466K -4,666 -92%
RTC
763
Riverview Trust Company
Washington
$40K
AW
764
Alpha Windward
Massachusetts
$38K
TL
765
TrueWealth LLC
Georgia
$38K +$100 +1 +0.3%
TAIM
766
TD Ameritrade Investment Management
Nebraska
$37K +$28.9K +289 +366%
SCM
767
Silvant Capital Management
Georgia
$36K -$7.8K -78 -18%
CFB
768
Cullen/Frost Bankers
Texas
$35K
BWM
769
BerganKDV Wealth Management
Minnesota
$34K
GI
770
Gradient Investments
Minnesota
$34K +$34K +340 New
CH
771
Canton Hathaway
Rhode Island
$33K -$3K -30 -8%
TFO
772
Tarbox Family Office
California
$33K
MAM
773
Meeder Asset Management
Ohio
$32K +$1.9K +19 +6%
TF
774
TimeScale Financial
Massachusetts
$30K
POIA
775
Pin Oak Investment Advisors
Texas
$29K