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MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
801
First Financial Corp
Indiana
$10K +$10.3K +103 New
TIM
802
Tortoise Investment Management
New York
$9K
SGAM
803
Smith Group Asset Management
Texas
$9K +$2K +20 +29%
TWA
804
TCI Wealth Advisors
Arizona
$8K -$600 -6 -7%
AP
805
Atwood & Palmer
Missouri
$8K
RIA
806
Realta Investment Advisors
Delaware
$7K -$3.4K -34 -33%
EWA
807
Evolution Wealth Advisors
Florida
$7K
LF
808
Lee Financial
Texas
$7K
LWM
809
Lenox Wealth Management
Ohio
$7K
OC
810
Oakworth Capital
Alabama
$6K -$61K -610 -92%
CA
811
Centerpoint Advisors
Massachusetts
$6K
FEG
812
Financial Enhancement Group
Indiana
$6K
DAM
813
Delta Asset Management
Tennessee
$6K +$5.6K +56 New
GWAG
814
Garrett Wealth Advisory Group
Texas
$5K +$5K +50 New
HR
815
Howe & Rusling
New York
$5K -$300 -3 -6%
GSWM
816
Golden State Wealth Management
California
$5K
LFG
817
Larson Financial Group
Missouri
$5K +$5K +50 New
NSIM
818
North Star Investment Management
Illinois
$5K +$5K +50 New
GWMIA
819
Global Wealth Management Investment Advisory
Florida
$4K -$11.8K -118 -75%
HIM
820
Hillsdale Investment Management
Ontario, Canada
$4K
ME
821
McIlrath & Eck
Washington
$4K
LWM
822
Liberty Wealth Management
California
$4K +$3.4K +34 +340%
JAM
823
JCIC Asset Management
Ontario, Canada
$3K
LWANC
824
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +30 New
1NWS
825
1 North Wealth Services
Maryland
$2K +$2.2K +22 New