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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
TL
801
TrueWealth LLC
Georgia
$26K -$8.53K -80 -21%
HWM
802
HighMark Wealth Management
Minnesota
$26K +$107 +1 +0.3%
SLF
803
Sun Life Financial
Ontario, Canada
$26K +$746 +7 +2%
TF
804
TimeScale Financial
Massachusetts
$25K -$10.1K -95 -24%
POIA
805
Pin Oak Investment Advisors
Texas
$25K
PMFA
806
Plante Moran Financial Advisors
Michigan
$23K -$36.6K -343 -56%
PWMG
807
Prestige Wealth Management Group
New Jersey
$22K +$27.4K +257 New
IRC
808
Investors Research Corp
Georgia
$20K
APWM
809
Atlas Private Wealth Management
New York
$20K +$17K +159 +212%
CIAS
810
CBIZ Investment Advisory Services
Ohio
$19K
CAC
811
Certified Advisory Corp
Florida
$19K
EARNEST Partners
812
EARNEST Partners
Georgia
$19K
WB
813
West Bancorporation
Iowa
$19K
SL
814
Savior LLC
Massachusetts
$18K -$6.82K -64 -24%
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$22.2K +208 New
AIM
816
Artemis Investment Management
United Kingdom
$17.9K +$9M +84,439 +69%
LWA
817
Lenox Wealth Advisors
New York
$17K -$1.11M -10,419 -98%
CYG
818
Clean Yield Group
Vermont
$17K
FHA
819
First Horizon Advisors
Tennessee
$17K +$7.04K +66 +47%
IA
820
IndexIQ Advisors
New York
$15K +$107 +1 +0.6%
CAN
821
Claraphi Advisory Network
United States
$15K +$18.2K +171 New
Loomis, Sayles & Company
822
Loomis, Sayles & Company
Massachusetts
$14K -$68.8K -645 -80%
AF
823
Allworth Financial
California
$14K
HDIM
824
Hanson & Doremus Investment Management
Vermont
$14K
SIM
825
Sonora Investment Management
Arizona
$13K