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MRSH

Marsh

835 hedge funds and large institutions have $41.3B invested in Marsh in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $21.3M

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $34.4B → $41.3B (+$6.87B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 825835 (+10)

0.06% less ownership

Funds ownership: 87.32%87.26% (-0.06%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

Holders
835
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
84
Increased
285
Reduced
297
Closed
67
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Doyle Wealth Management
Florida
-$112K -1,400 Closed
TG
877
TLP Group
Illinois
-$90K -1,098 Closed
MOS
878
MGO One Seven
Ohio
-$85K -1,073 Closed
O
879
Ossiam
France
-$68K -849 Closed
Capstone Investment Advisors
880
Capstone Investment Advisors
New York
-$68K -848 Closed
ER
881
Enlightenment Research
Florida
-$64K -800 Closed
RWA
882
River Wealth Advisors
Pennsylvania
-$51K -642 Closed
JA
883
JOYN Advisors
Georgia
-$50K -627 Closed
PCIA
884
Prime Capital Investment Advisors
Kansas
-$49K -618 Closed
W
885
WealthOne
New York
-$29K -359 Closed
WANY
886
Wealthspire Advisors (New York)
New York
-$26K -332 Closed
NIT
887
NumerixS Investment Technologies
British Columbia, Canada
-$24K -300 Closed
CC
888
Claybrook Capital
Massachusetts
-$23K -284 Closed
WDL
889
Well Done LLC
Michigan
-$23K -284 Closed
STB
890
S&T Bank
Pennsylvania
-$18K -227 Closed
MWA
891
Meridian Wealth Advisors
Texas
-$18K -225 Closed
FTI
892
Fiduciary Trust International
Massachusetts
-$15K -184 Closed
FLI
893
Family Legacy Inc
South Carolina
-$9K -114 Closed
RCG
894
Ruggie Capital Group
Florida
-$8K -99 Closed
CA
895
Claro Advisors
Massachusetts
-$8K -91 Closed
PWMG
896
Prestige Wealth Management Group
New Jersey
-$7K -85 Closed
WPW
897
Winthrop Partners - WNY
New York
-$6.14K -77 Closed
MFBTD
898
MB Financial Bank - Trust Department
Illinois
-$6K -72 Closed
JIR
899
James Investment Research
Ohio
-$2K -24 Closed
FGAM
900
Financial Gravity Asset Management
Texas
+$354 +4 New