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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
HDIM
776
Hanson & Doremus Investment Management
Vermont
$15K
SMG
777
Spectrum Management Group
Indiana
$15K
PO
778
Private Ocean
California
$15K +$13.8K +156 New
AIM
779
Advantage Investment Management
Iowa
$13K -$1.59K -18 -11%
MRCM
780
M&R Capital Management
New Jersey
$13K
THWM
781
Taylor Hoffman Wealth Management
Virginia
$13K
CQS
782
Credential Qtrade Securities
$12.4K
NC
783
NewSquare Capital
Pennsylvania
$12K
BBA
784
Braun-Bostich & Associates
Pennsylvania
$11K -$38.4K -434 -79%
FNC
785
First National Corp
Massachusetts
$11K
AIC
786
Ameritas Investment Company
Nebraska
$11K +$10.8K +122 New
PK
787
Pflug Koory
Nebraska
$9K
SCA
788
Stuart Chaussee & Associates
California
$9K
DBT
789
Dubuque Bank & Trust
Iowa
$9K +$8.31K +94 New
PWM
790
PRW Wealth Management
Massachusetts
$8K
TIM
791
Tortoise Investment Management
New York
$8K
BEI
792
Benjamin Edwards Inc
Missouri
$8K +$7.16K +81 New
FBT
793
First Bank & Trust
South Dakota
$8K +$7.34K +83 New
IWP
794
Icon Wealth Partners
Texas
$8K +$7.61K +86 New
SCM
795
Shelton Capital Management
Colorado
$7.63K -$611K -6,909 -91%
NIM
796
NuWave Investment Management
New Jersey
$7K -$550K -6,217 -99%
RA
797
Rational Advisors
New York
$7K -$83.3K -942 -92%
SGAM
798
Smith Group Asset Management
Texas
$7K -$1.77K -20 -22%
CIA
799
CSat Investment Advisory
Michigan
$7K -$177 -2 -3%
AP
800
Atwood & Palmer
Missouri
$7K