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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
GWMIA
901
Global Wealth Management Investment Advisory
Florida
$4K -$627 -6 -15%
HIM
902
Hillsdale Investment Management
Ontario, Canada
$4K -$522 -5 -13%
WCM
903
Wealthcare Capital Management
Virginia
$4K +$3.97K +38 New
PA
904
PSI Advisors
Florida
$4K +$4.6K +44 New
JAM
905
JCIC Asset Management
Ontario, Canada
$3K
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
IWP
907
IAG Wealth Partners
Wisconsin
$3K +$2.3K +22 New
CCA
908
Column Capital Advisors
Indiana
$3K +$2.92K +28 New
OAJ
909
Ogorek Anthony Joseph
New York
$3K +$3.13K +30 New
1NWS
910
1 North Wealth Services
Maryland
$2K
LFG
911
LifePlan Financial Group
Ohio
$2K
APC
912
Aspire Private Capital
North Carolina
$1K
AWM
913
Avior Wealth Management
Nebraska
$1K
TFA
914
Transamerica Financial Advisors
Florida
$1K +$209 +2 New
ETC
915
Exchange Traded Concepts
Oklahoma
$1K +$731 +7 New
Marshall Wace
916
Marshall Wace
United Kingdom
$1K +$731 +7 New
AA
917
Argent Advisors
Louisiana
$1K +$940 +9 New
WQ
918
Wealth Quarterback
New Jersey
$912 +$836 +8 New
FCH
919
Freestone Capital Holdings
Washington
$281 +$264K +2,526 New
AC
920
Asio Capital
Kentucky
$267 +$251K +2,400 New
PGAM
921
Princeton Global Asset Management
New Jersey
$79 +$74.2K +710 New
LS
922
Leelyn Smith
Illinois
$1 +$1.15K +11 New
PP
923
Prudential plc
United Kingdom
-$27.8M -277,655 Closed
ZIG
924
Zurich Insurance Group
Switzerland
-$8.97M -89,710 Closed
MSDF
925
Michael & Susan Dell Foundation
New York
-$6.43M -64,279 Closed