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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
TIM
876
Tortoise Investment Management
New York
$10K
RIA
877
Realta Investment Advisors
Delaware
$10K +$3.34K +32 +47%
SGAM
878
Smith Group Asset Management
Texas
$9K -$1.04K -10 -11%
EWA
879
Evolution Wealth Advisors
Florida
$9K +$1.67K +16 +25%
Lazard Asset Management
880
Lazard Asset Management
New York
$8K -$724K -6,932 -99%
AP
881
Atwood & Palmer
Missouri
$8K
LWM
882
Lenox Wealth Management
Ohio
$8K
APWM
883
Atlas Private Wealth Management
New York
$8K +$7.83K +75 New
AS
884
Altshuler Shaham
Israel
$8K +$7.94K +76 New
LF
885
Lee Financial
Texas
$7K
SIC
886
Salem Investment Counselors
North Carolina
$7K +$6.27K +60 New
ADL
887
Asset Dedication LLC
California
$7K +$6.48K +62 New
SQA
888
Simon Quick Advisors
New Jersey
$7K +$7K +67 New
AIL
889
AGF Investments LLC
Ontario, Canada
$6K -$483K -4,627 -99%
CA
890
Centerpoint Advisors
Massachusetts
$6K
DAM
891
Delta Asset Management
Tennessee
$6K
FEG
892
Financial Enhancement Group
Indiana
$6K
LFG
893
Larson Financial Group
Missouri
$6K
OC
894
Oakworth Capital
Alabama
$6K
Twin Tree Management
895
Twin Tree Management
Texas
$5K -$436K -4,177 -99%
HR
896
Howe & Rusling
New York
$5K -$209 -2 -4%
LWM
897
Liberty Wealth Management
California
$5K
BC
898
Barnett & Company
Tennessee
$5K +$3.34K +32 +320%
CWA
899
Capital Wealth Alliance
Arizona
$5K +$4.7K +45 New
CHA
900
Carmichael Hill & Associates
Maryland
$5K +$5.12K +49 New