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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
BWM
776
BerganKDV Wealth Management
Minnesota
$34K
TFO
777
Tarbox Family Office
California
$32K +$2.49K +26 +9%
CAL
778
Capital Advisors Ltd
Ohio
$31K +$29.6K +309 New
MAM
779
Meeder Asset Management
Ohio
$30K +$28.5K +298 New
TF
780
TimeScale Financial
Massachusetts
$30K +$28.7K +300 New
POIA
781
Pin Oak Investment Advisors
Texas
$29K +$27.6K +288 New
CFGS
782
Concourse Financial Group Securities
Alabama
$28K
IBOK
783
Independence Bank of Kentucky
Kentucky
$27K -$2.39K -25 -8%
LWA
784
Lenox Wealth Advisors
New York
$26K +$24.9K +260 New
CAC
785
Certified Advisory Corp
Florida
$22K
EARNEST Partners
786
EARNEST Partners
Georgia
$22K
CYG
787
Clean Yield Group
Vermont
$19K +$18.7K +195 New
AOWM
788
Alpha Omega Wealth Management
Virginia
$18K
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$2.3K -24 -12%
AF
790
Allworth Financial
California
$16K
HDIM
791
Hanson & Doremus Investment Management
Vermont
$16K
SMG
792
Spectrum Management Group
Indiana
$16K
GWMIA
793
Global Wealth Management Investment Advisory
Florida
$16K +$13K +136 +618%
SIM
794
Sonora Investment Management
Arizona
$15K +$6.99K +73 +92%
SWP
795
Strategic Wealth Partners
Ohio
$15K +$14.4K +150 New
FHA
796
First Horizon Advisors
Tennessee
$14K -$7.08K -74 -35%
MRCM
797
M&R Capital Management
New Jersey
$14K
FANJ
798
Financial Architects (New Jersey)
New Jersey
$13K -$106K -1,103 -89%
AIM
799
Advantage Investment Management
Iowa
$13K -$957 -10 -7%
NC
800
NewSquare Capital
Pennsylvania
$13K