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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
TA
826
Thor Advisors
New York
$13K +$16.2K +152 New
FANJ
827
Financial Architects (New Jersey)
New Jersey
$11K
BAM
828
Bellevue Asset Management
Washington
$11K +$12.7K +119 New
NC
829
NewSquare Capital
Pennsylvania
$11K +$14.2K +133 New
CQS
830
Credential Qtrade Securities
$10.5K
TWA
831
TCI Wealth Advisors
Arizona
$9K -$1.71K -16 -14%
BBA
832
Braun-Bostich & Associates
Pennsylvania
$9K
FFC
833
First Financial Corp
Indiana
$9K
MRCM
834
M&R Capital Management
New Jersey
$9K
LSA
835
Lion Street Advisors
Texas
$9K +$11.3K +106 New
HF
836
Halpern Financial
Virginia
$8.65K
SCA
837
Stuart Chaussee & Associates
California
$8K
TIM
838
Tortoise Investment Management
New York
$8K
AWA
839
Arkadios Wealth Advisors
Georgia
$7.09K -$1.6K -15 -15%
SGAM
840
Smith Group Asset Management
Texas
$7K
GG
841
Gleason Group
Kentucky
$6K -$26.5K -249 -78%
AP
842
Atwood & Palmer
Missouri
$6K
LF
843
Lee Financial
Texas
$6K
LWM
844
Lenox Wealth Management
Ohio
$6K
AIL
845
AGF Investments LLC
Ontario, Canada
$6K +$1.49K +14 +25%
M
846
MOTCO
Texas
$6K +$7.25K +68 New
DWM
847
Darwin Wealth Management
Florida
$6K +$8.53K +80 New
ADL
848
Asset Dedication LLC
California
$5K
CA
849
Centerpoint Advisors
Massachusetts
$5K
DAM
850
Delta Asset Management
Tennessee
$5K