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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
THWM
801
Taylor Hoffman Wealth Management
Virginia
$13K
CQS
802
Credential Qtrade Securities
$12.1K -$1.05K -11 -8%
NFG
803
Next Financial Group
Texas
$11K -$43.7K -457 -81%
BBA
804
Braun-Bostich & Associates
Pennsylvania
$11K
KPCM
805
Kings Point Capital Management
New York
$11K +$10.3K +108 New
PK
806
Pflug Koory
Nebraska
$10K
SCA
807
Stuart Chaussee & Associates
California
$10K
H
808
Hexavest
Quebec, Canada
$10K +$9.76K +102 New
RIA
809
Realta Investment Advisors
Delaware
$10K +$9.76K +102 New
TWA
810
TCI Wealth Advisors
Arizona
$9K -$46.6K -487 -85%
TIM
811
Tortoise Investment Management
New York
$9K
BEI
812
Benjamin Edwards Inc
Missouri
$8K
TAIM
813
TD Ameritrade Investment Management
Nebraska
$8K +$7.56K +79 New
AP
814
Atwood & Palmer
Missouri
$7K
LF
815
Lee Financial
Texas
$7K
LWM
816
Lenox Wealth Management
Ohio
$7K
SGAM
817
Smith Group Asset Management
Texas
$7K
Parallax Volatility Advisers
818
Parallax Volatility Advisers
California
$7K +$957 +10 +18%
EWM
819
Executive Wealth Management
Michigan
$6K
FEG
820
Financial Enhancement Group
Indiana
$6K
EWA
821
Evolution Wealth Advisors
Florida
$6K +$6.22K +65 New
SQA
822
Simon Quick Advisors
New Jersey
$5.69K +$5.45K +57 New
CA
823
Centerpoint Advisors
Massachusetts
$5K
VNA
824
Valley National Advisers
Pennsylvania
$5K
HR
825
Howe & Rusling
New York
$5K +$287 +3 +6%