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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
LWM
801
Lenox Wealth Management
Ohio
$7K
PGWM
802
Parisi Gray Wealth Management
New Jersey
$7K
PFO
803
Pathstone Family Office
New Jersey
$7K +$6.19K +70 New
SIM
804
Sonora Investment Management
Arizona
$7K +$6.99K +79 New
LF
805
Lee Financial
Texas
$6K +$5.93K +67 New
Parallax Volatility Advisers
806
Parallax Volatility Advisers
California
$5K -$2.15M -24,356 -100%
EWM
807
Executive Wealth Management
Michigan
$5K -$884 -10 -15%
CA
808
Centerpoint Advisors
Massachusetts
$5K
DAM
809
Delta Asset Management
Tennessee
$5K
FEG
810
Financial Enhancement Group
Indiana
$5K
NSIM
811
North Star Investment Management
Illinois
$5K
HR
812
Howe & Rusling
New York
$4K -$25.9K -293 -86%
VNA
813
Valley National Advisers
Pennsylvania
$4K -$1.68K -19 -29%
CIM
814
Contravisory Investment Management
Massachusetts
$4K
OFW
815
Omnia Family Wealth
Florida
$4K +$1.68K +19 +76%
GSWM
816
Golden State Wealth Management
California
$4K +$4.07K +46 New
LWANC
817
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$2.65K -30 -50%
HIM
818
Hillsdale Investment Management
Ontario, Canada
$3K
JAM
819
JCIC Asset Management
Ontario, Canada
$3K
ME
820
McIlrath & Eck
Washington
$3K
DOA
821
D'Orazio & Associates
Virginia
$3K +$2.56K +29 New
JCM
822
Julex Capital Management
Massachusetts
$2.54K
GWMIA
823
Global Wealth Management Investment Advisory
Florida
$2K
SFG
824
SevenBridge Financial Group
Pennsylvania
$2K
TFA
825
Toth Financial Advisory
Virginia
$2K