We are live on ! Find out more
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
VIM
776
Veritas Investment Management
United Kingdom
$43K
BL
777
Balentine LLC
Georgia
$42K -$66K -619 -56%
AIM
778
AIA Investment Management
Singapore
$42K
PFBT
779
Parkside Financial Bank & Trust
Missouri
$41K -$1.28K -12 -2%
BWM
780
Baystate Wealth Management
Massachusetts
$41K
EIP
781
Ellis Investment Partners
Pennsylvania
$41K
BWM
782
BerganKDV Wealth Management
Minnesota
$41K +$12.5K +117 +33%
VCP
783
Verus Capital Partners
Arizona
$40K -$5.33K -50 -10%
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$39K -$47.8K -448 -50%
PFO
785
Pathstone Family Office
New Jersey
$39K +$22.2K +208 +86%
KPCM
786
Kings Point Capital Management
New York
$37K
JGIA
787
Jackson Grant Investment Advisers
Connecticut
$37K +$107 +1 +0.2%
GEA
788
Glen Eagle Advisors
New Jersey
$36.7K
GAM
789
Gemmer Asset Management
California
$35K
RTC
790
Riverview Trust Company
Washington
$35K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
791
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34K +$41.4K +388 New
EFSCE
792
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$17K -159 -29%
AW
793
Alpha Windward
Massachusetts
$33K
SC
794
Solstein Capital
California
$32K
VCM
795
Versant Capital Management
Arizona
$32K
SCM
796
Silvant Capital Management
Georgia
$31K
GI
797
Gradient Investments
Minnesota
$30K +$426 +4 +1%
AIC
798
Ameritas Investment Company
Nebraska
$30K +$13.1K +123 +52%
TFO
799
Tarbox Family Office
California
$27K +$1.92K +18 +6%
ZB
800
Zions Bancorporation
Utah
$26K -$8.96K -84 -22%