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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
BFC
776
Bedel Financial Consulting
Indiana
$104K
WWM
777
Willingdon Wealth Management
North Carolina
$104K
CIM
778
Contravisory Investment Management
Massachusetts
$104K +$7.21K +69 +8%
HFM
779
Harvest Fund Management
China
$102K +$36.7K +351 +62%
OSAM
780
O'Shaughnessy Asset Management
Connecticut
$100K +$93.7K +897 +44,850%
SNT
781
Security National Trust
West Virginia
$98K -$3.13K -30 -3%
RWA
782
Ropes Wealth Advisors
Massachusetts
$96K
WB
783
Webster Bank
Connecticut
$96K
VAIA
784
Virtus Alternative Investment Advisers
Connecticut
$96K +$90K +862 New
KFS
785
Kelly Financial Services
Massachusetts
$90.8K
SIAS
786
Shine Investment Advisory Services
Colorado
$90K
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$90K +$7.31K +70 +10%
HIA
788
Harbor Investment Advisory
Maryland
$90K +$84.4K +808 New
JCM
789
Jacobi Capital Management
Pennsylvania
$84K
VC
790
Vestor Capital
Illinois
$81K
TFGT
791
TS Financial Group (TSFG)
Illinois
$80K
LC
792
Lindbrook Capital
California
$80K +$8.46K +81 +13%
FBT
793
First Bank & Trust
South Dakota
$79K
IRAG
794
Investment Research & Advisory Group
Georgia
$78K +$72.8K +697 New
ICM
795
Islay Capital Management
Texas
$78K +$73.1K +700 New
MF
796
Manchester Financial
California
$74K +$69.8K +668 New
NO
797
Ninety One
South Africa
$70K
PI
798
PEAK6 Investments
Illinois
$70K +$65.9K +631 New
Pacer Advisors
799
Pacer Advisors
Pennsylvania
$68K -$5.68M -54,341 -99%
PMFA
800
Plante Moran Financial Advisors
Michigan
$68K