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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
FEG
851
Financial Enhancement Group
Indiana
$5K
OC
852
Oakworth Capital
Alabama
$5K
SIC
853
Salem Investment Counselors
North Carolina
$5K
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$3.2K +30 +100%
SQA
855
Simon Quick Advisors
New Jersey
$4K -$1.81K -17 -25%
HR
856
Howe & Rusling
New York
$4K -$107 -1 -2%
CHA
857
Carmichael Hill & Associates
Maryland
$4K
LWM
858
Liberty Wealth Management
California
$4K
GSWM
859
Golden State Wealth Management
California
$4K +$4.9K +46 New
Lazard Asset Management
860
Lazard Asset Management
New York
$3K -$3.94K -37 -49%
HIM
861
Hillsdale Investment Management
Ontario, Canada
$3K
AP
862
Arlington Partners
Alabama
$3K +$3.2K +30 New
MFT
863
Moisand Fitzgerald Tamayo
Florida
$3K +$3.84K +36 New
CFGS
864
Concourse Financial Group Securities
Alabama
$2K -$23.5K -220 -91%
GWMIA
865
Global Wealth Management Investment Advisory
Florida
$2K -$1.71K -16 -47%
CCA
866
Column Capital Advisors
Indiana
$2K
IWP
867
IAG Wealth Partners
Wisconsin
$2K
OAJ
868
Ogorek Anthony Joseph
New York
$2K
WAMC
869
Western Asset Management Company
California
$2K +$1.71K +16 New
KFI
870
Key Financial Inc
Pennsylvania
$2K +$2.03K +19 New
AA
871
AlphaMark Advisors
Kentucky
$2K +$2.13K +20 New
AIM
872
Anchor Investment Management
South Carolina
$1.82K +$2.24K +21 New
CFB
873
Cullen/Frost Bankers
Texas
$1K -$35.6K -334 -96%
APC
874
Aspire Private Capital
North Carolina
$1K -$533 -5 -42%
AWM
875
Avior Wealth Management
Nebraska
$1K