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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
TAIM
801
TD Ameritrade Investment Management
Nebraska
$68K +$25.6K +245 +67%
QAM
802
QCI Asset Management
New York
$62K -$14.8K -142 -20%
GWM
803
Geneos Wealth Management
Colorado
$61K
EFSCE
804
Enterprise Financial Services Corp (EFSC)
Missouri
$60K
VFA
805
Valeo Financial Advisors
Indiana
$60K
RMAM
806
Raab & Moskowitz Asset Management
New Jersey
$58K +$54.9K +526 New
PCTC
807
Perkins Coie Trust Company
Washington
$57K
MAM
808
Meeder Asset Management
Ohio
$57K +$20.3K +194 +61%
VCP
809
Verus Capital Partners
Arizona
$57K +$53.8K +515 New
EIP
810
Ellis Investment Partners
Pennsylvania
$56K
VIM
811
Veritas Investment Management
United Kingdom
$56K
PFBT
812
Parkside Financial Bank & Trust
Missouri
$55K +$3.66K +35 +8%
BCA
813
Berman Capital Advisors
Georgia
$55K +$5.75K +55 +12%
AIM
814
AIA Investment Management
Singapore
$53K
BWM
815
Baystate Wealth Management
Massachusetts
$53K
KPCM
816
Kings Point Capital Management
New York
$48K
GEA
817
Glen Eagle Advisors
New Jersey
$47.3K +$2.61K +25 +6%
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$47K +$209 +2 +0.5%
GAM
819
Gemmer Asset Management
California
$45K
RTC
820
Riverview Trust Company
Washington
$45K
First Manhattan
821
First Manhattan
New York
$44K
TF
822
TimeScale Financial
Massachusetts
$44K +$9.92K +95 +32%
ZB
823
Zions Bancorporation
Utah
$43K -$4.39K -42 -10%
AW
824
Alpha Windward
Massachusetts
$43K -$104 -1 -0.3%
TL
825
TrueWealth LLC
Georgia
$43K