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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
FIM
751
Freedom Investment Management
Connecticut
$200K +$188K +1,799 New
SIC
752
Samalin Investment Counsel
New York
$193K +$181K +1,737 New
PHK
753
Point72 Hong Kong
Hong Kong
$191K +$179K +1,717 New
SFSIG
754
San Francisco Sentry Investment Group
California
$183K
IA
755
IFP Advisors
Florida
$178K -$84.8K -812 -34%
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$166K -$6.06K -58 -4%
GLI
757
Guardian Life Insurance
New York
$165K
TF
758
Tompkins Financial
New York
$160K +$20.9K +200 +16%
PCM
759
Penserra Capital Management
California
$157K -$1.35M -12,894 -90%
KLWA
760
Kelly Lawrence W & Associates
California
$156K -$41.8K -400 -22%
LPIC
761
LeJeune Puetz Investment Counsel
Michigan
$146K
SBSB
762
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$6.79K +65 +5%
KPW
763
Kore Private Wealth
New York
$142K +$133K +1,275 New
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$140K
MA
765
MUFG Americas
New York
$138K -$6.16K -59 -5%
JWA
766
JFS Wealth Advisors
Pennsylvania
$134K
CIA
767
CSat Investment Advisory
Michigan
$126K +$18.4K +176 +18%
BL
768
Balentine LLC
Georgia
$123K +$72.9K +698 +170%
AIS
769
Accurate Investment Solutions
Pennsylvania
$117K
OPS
770
Orion Portfolio Solutions
Nebraska
$117K +$110K +1,053 New
CCM
771
Covington Capital Management
California
$115K +$6.48K +62 +6%
Simplex Trading
772
Simplex Trading
Illinois
$113K -$285K -2,729 -73%
EP
773
Eudaimonia Partners
Tennessee
$111K +$104K +999 New
AA
774
Ancora Advisors
Ohio
$111K +$104K +1,000 New
DWA
775
Dougherty Wealth Advisers
Minnesota
$110K