We are live on ! Find out more
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
LFG
876
LifePlan Financial Group
Ohio
$1K
TFA
877
Transamerica Financial Advisors
Florida
$1K
ETC
878
Exchange Traded Concepts
Oklahoma
$1K +$533 +5 +71%
PW
879
Price Wealth
Texas
$1K +$1.17K +11 New
TI
880
tru Independence
Oregon
$35
AC
881
Alleghany Corporation
New York
-$111M -1,000,000 Closed
SSM
882
Sound Shore Management
Connecticut
-$92.6M -830,907 Closed
VCM
883
Voleon Capital Management
California
-$20.4M -183,000 Closed
Wolverine Trading
884
Wolverine Trading
Illinois
-$19.3M -180,738 Closed
MSR
885
Main Street Research
Connecticut
-$15.1M -135,640 Closed
PI
886
PGGM Investments
Netherlands
-$14.3M -128,239 Closed
PWAG
887
Polaris Wealth Advisory Group
California
-$12.1M -107,086 Closed
KCP
888
KDI Capital Partners
North Carolina
-$8.34M -74,831 Closed
SIM
889
Spark Investment Management
New York
-$6M -53,900 Closed
SFM
890
Soros Fund Management
New York
-$5.69M -51,090 Closed
TPWA
891
TRUE Private Wealth Advisors
Oregon
-$4.84M -43,409 Closed
AWM
892
Argent Wealth Management
Massachusetts
-$3.35M -30,053 Closed
GH
893
GAM Holding
Switzerland
-$3.02M -27,127 Closed
AFWM
894
AMJ Financial Wealth Management
Virginia
-$2.93M -26,281 Closed
AI
895
Atria Investments
North Carolina
-$2.67M -23,967 Closed
HC
896
HNP Capital
New York
-$1.81M -16,221 Closed
BCM
897
Bluefin Capital Management
New York
-$1.49M -13,376 Closed
GCA
898
Gideon Capital Advisors
New York
-$1.18M -10,560 Closed
AG
899
AlphaSimPlex Group
Massachusetts
-$1.05M -9,388 Closed
SAM
900
Symphony Asset Management
California
-$1.02M -9,191 Closed