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MRSH

Marsh

845 hedge funds and large institutions have $44.3B invested in Marsh in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 297 increasing their positions, 297 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.2M

41% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 58

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $41.3B → $44.3B (+$2.94B)

1% more funds holding

Funds holding: 835845 (+10)

0% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 297

0.25% less ownership

Funds ownership: 87.26%87.01% (-0.25%)

Holders
845
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
82
Increased
297
Reduced
297
Closed
58
Calls
$32.9M
Puts
$18.2M
Net Calls
+$14.8M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
876
SeaCrest Wealth Management
New York
-$120K -1,278 Closed
WTB
877
Washington Trust Bank
Washington
-$97K -1,030 Closed
LA
878
Legacy Advisors
Pennsylvania
-$75K -796 Closed
LC
879
Lavaca Capital
Texas
-$56K -600 Closed
FC
880
Ferris Capital
Massachusetts
-$45K -474 Closed
MFW
881
Mosaic Family Wealth
Missouri
-$38K -400 Closed
LFA
882
Legacy Financial Advisors
Kentucky
-$37K -389 Closed
KPW
883
Kore Private Wealth
New York
-$28K -293 Closed
Twin Tree Management
884
Twin Tree Management
Texas
-$24.8K -259 Closed
AWMS
885
Advocacy Wealth Management Services
Georgia
-$21K -222 Closed
CHP
886
Cable Hill Partners
Oregon
-$20K -214 Closed
AIC
887
Ameritas Investment Company
Nebraska
-$11K -122 Closed
FNC
888
First National Corp
Massachusetts
-$11K -120 Closed
DBT
889
Dubuque Bank & Trust
Iowa
-$9K -94 Closed
IWP
890
Icon Wealth Partners
Texas
-$8K -86 Closed
PWM
891
PRW Wealth Management
Massachusetts
-$8K -79 Closed
PGWM
892
Parisi Gray Wealth Management
New Jersey
-$7K -73 Closed
PFO
893
Pathstone Family Office
New Jersey
-$7K -70 Closed
DAM
894
Delta Asset Management
Tennessee
-$5K -54 Closed
NSIM
895
North Star Investment Management
Illinois
-$5K -50 Closed
OFW
896
Omnia Family Wealth
Florida
-$4K -44 Closed
LWANC
897
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3K -30 Closed
DOA
898
D'Orazio & Associates
Virginia
-$3K -29 Closed
TFA
899
Toth Financial Advisory
Virginia
-$2K -23 Closed
SL
900
Salomon & Ludwin
Virginia
-$2K -21 Closed