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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
FPFS
851
First Personal Financial Services
North Carolina
$22K -$56.7K -543 -73%
CYG
852
Clean Yield Group
Vermont
$22K
SFA
853
Semmax Financial Advisors
North Carolina
$21K +$19.5K +187 New
CHAM
854
Clear Harbor Asset Management
Connecticut
$20.7K +$19.4K +186 New
IA
855
IndexIQ Advisors
New York
$19K +$18.3K +175 New
AF
856
Allworth Financial
California
$18K
HDIM
857
Hanson & Doremus Investment Management
Vermont
$18K
SMG
858
Spectrum Management Group
Indiana
$18K
SIM
859
Sonora Investment Management
Arizona
$17K
FHA
860
First Horizon Advisors
Tennessee
$16K
EWM
861
Endurance Wealth Management
Rhode Island
$16K +$14.8K +142 New
CG
862
Cutler Group
California
$15K -$231K -2,214 -94%
FANJ
863
Financial Architects (New Jersey)
New Jersey
$15K
THWM
864
Taylor Hoffman Wealth Management
Virginia
$15K
CQS
865
Credential Qtrade Securities
$13.5K
NFG
866
Next Financial Group
Texas
$13K -$1.04K -10 -8%
TWA
867
TCI Wealth Advisors
Arizona
$13K +$3.87K +37 +46%
ACM
868
Anfield Capital Management
California
$13K +$11.9K +114 New
BBA
869
Braun-Bostich & Associates
Pennsylvania
$13K +$11.9K +114 New
BCI
870
Brinker Capital Investments
Pennsylvania
$12K
MRCM
871
M&R Capital Management
New Jersey
$12K
AWA
872
Arkadios Wealth Advisors
Georgia
$11.6K +$10.1K +97 New
HF
873
Halpern Financial
Virginia
$11.1K +$10.4K +100 New
FFC
874
First Financial Corp
Indiana
$11K
SCA
875
Stuart Chaussee & Associates
California
$11K