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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
VAIA
751
Virtus Alternative Investment Advisers
Connecticut
$67K -$9.06K -85 -10%
GAM
752
GQ Asset Management
New York
$67K +$82.1K +770 New
CFN
753
Cordasco Financial Network
Florida
$65K +$80.7K +757 New
MAM
754
Meeder Asset Management
Ohio
$64K +$24.9K +234 +46%
VC
755
Vestor Capital
Illinois
$63K
FAM
756
Fred Alger Management
New York
$63K +$46.3K +434 +146%
TFGT
757
TS Financial Group (TSFG)
Illinois
$62K
PGAM
758
Princeton Global Asset Management
New Jersey
$61K
Pacer Advisors
759
Pacer Advisors
Pennsylvania
$60K
MF
760
Manchester Financial
California
$58K
VFA
761
Valeo Financial Advisors
Indiana
$53K +$1.49K +14 +3%
BCA
762
Berman Capital Advisors
Georgia
$53K +$14.1K +132 +26%
EW
763
Evoke Wealth
California
$52.7K -$152K -1,427 -70%
JCM
764
Jacobi Capital Management
Pennsylvania
$52K -$16K -150 -20%
TAIM
765
TD Ameritrade Investment Management
Nebraska
$52K -$1.07K -10 -2%
NO
766
Ninety One
South Africa
$51K -$13.9K -130 -19%
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$51K +$63.4K +595 New
BWA
768
BDO Wealth Advisors
Florida
$48K +$58.6K +550 New
FBT
769
First Bank & Trust
South Dakota
$47K -$18.1K -170 -24%
First Manhattan
770
First Manhattan
New York
$46K +$14.3K +134 +34%
EI
771
Ellevest Inc
New York
$46K +$20.6K +193 +58%
PCTC
772
Perkins Coie Trust Company
Washington
$45K +$746 +7 +1%
LC
773
Lindbrook Capital
California
$44K -$22.8K -214 -30%
GWM
774
Geneos Wealth Management
Colorado
$44K -$3.09K -29 -5%
ICM
775
Islay Capital Management
Texas
$43K -$21.3K -200 -29%