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MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FL
876
Fort LP
Maryland
-$135K -1,349 Closed
DWM
877
Destination Wealth Management
California
-$124K -1,247 Closed
OIA
878
OneDigital Investment Advisors
Kansas
-$115K -1,148 Closed
ESB
879
Essex Savings Bank
Connecticut
-$111K -1,111 Closed
HCM
880
HMS Capital Management
Tennessee
-$104K -1,043 Closed
YWP
881
YorkBridge Wealth Partners
New York
-$86K -861 Closed
PCP
882
Proficio Capital Partners
Massachusetts
-$71K -710 Closed
MF
883
Manchester Financial
California
-$67K -668 Closed
IWA
884
IBEX Wealth Advisors
New Jersey
-$49K -493 Closed
AC
885
Avestar Capital
New York
-$40K -461 Closed
CAL
886
Capital Advisors Ltd
Ohio
-$31K -309 Closed
AOWM
887
Alpha Omega Wealth Management
Virginia
-$18K -185 Closed
NC
888
NewSquare Capital
Pennsylvania
-$13K -133 Closed
BBA
889
Braun-Bostich & Associates
Pennsylvania
-$11K -114 Closed
H
890
Hexavest
Quebec, Canada
-$10K -102 Closed
BEI
891
Benjamin Edwards Inc
Missouri
-$8K -81 Closed
Parallax Volatility Advisers
892
Parallax Volatility Advisers
California
-$7K -66 Closed
EWM
893
Executive Wealth Management
Michigan
-$6K -58 Closed
SQA
894
Simon Quick Advisors
New Jersey
-$5.69K -57 Closed
VNA
895
Valley National Advisers
Pennsylvania
-$5K -46 Closed
GAM
896
Griffin Asset Management
New York
-$4K -45 Closed
W
897
WealthStone
Ohio
-$3.29K -33 Closed
HS
898
Horan Securities
United States
-$2K -20 Closed
SFG
899
SevenBridge Financial Group
Pennsylvania
-$2K -20 Closed
AS
900
Altshuler Shaham
Israel
-$1K -13 Closed