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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
VCM
826
Versant Capital Management
Arizona
$41K -$5.43K -52 -12%
SC
827
Solstein Capital
California
$41K +$38.4K +368 New
SCM
828
Silvant Capital Management
Georgia
$40K
CFB
829
Cullen/Frost Bankers
Texas
$39K
BWM
830
BerganKDV Wealth Management
Minnesota
$39K +$1.36K +13 +4%
GI
831
Gradient Investments
Minnesota
$38K
EI
832
Ellevest Inc
New York
$37K +$34.5K +330 +8,250%
CH
833
Canton Hathaway
Rhode Island
$36K
GG
834
Gleason Group
Kentucky
$36K +$33.4K +320 New
TI
835
tru Independence
Oregon
$35K +$42.9K +411 New
SLF
836
Sun Life Financial
Ontario, Canada
$33K -$12.2K -117 -28%
TFO
837
Tarbox Family Office
California
$33K -$2.72K -26 -8%
FAM
838
Fred Alger Management
New York
$33K +$31K +297 New
HWM
839
HighMark Wealth Management
Minnesota
$33K +$31.3K +300 New
POIA
840
Pin Oak Investment Advisors
Texas
$32K
NIM
841
NuWave Investment Management
New Jersey
$31K -$744K -7,127 -96%
SL
842
Savior LLC
Massachusetts
$30K +$28.2K +270 New
IBOK
843
Independence Bank of Kentucky
Kentucky
$28K -$2.61K -25 -9%
GDP
844
Great Diamond Partners
Maine
$28K +$26.6K +255 New
CFGS
845
Concourse Financial Group Securities
Alabama
$27K
AIC
846
Ameritas Investment Company
Nebraska
$27K +$2.92K +28 +13%
CAC
847
Certified Advisory Corp
Florida
$25K
EARNEST Partners
848
EARNEST Partners
Georgia
$25K
IRC
849
Investors Research Corp
Georgia
$25K
WB
850
West Bancorporation
Iowa
$24K +$22.9K +219 New