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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
BHTS
901
Bar Harbor Trust Services
Maine
-$994K -8,925 Closed
DC
902
Diametric Capital
Massachusetts
-$957K -8,591 Closed
PSP
903
Principal Street Partners
Tennessee
-$914K -8,208 Closed
ZCA
904
Zeke Capital Advisors
Pennsylvania
-$905K -8,125 Closed
CWM
905
Confluence Wealth Management
Oregon
-$866K -7,777 Closed
IMRF
906
Illinois Municipal Retirement Fund
Illinois
-$815K -7,314 Closed
Financial Engines Advisors
907
Financial Engines Advisors
California
-$791K -7,100 Closed
TCM
908
Tuttle Capital Management
Connecticut
-$772K -6,926 Closed
Capital Fund Management (CFM)
909
Capital Fund Management (CFM)
France
-$735K -6,890 Closed
CCM
910
Crabel Capital Management
California
-$750K -6,731 Closed
RMCM
911
Reynders McVeigh Capital Management
Massachusetts
-$730K -6,548 Closed
PCM
912
Prelude Capital Management
New York
-$629K -5,650 Closed
MC
913
Machina Capital
France
-$585K -5,254 Closed
TCM
914
Teza Capital Management
Illinois
-$564K -5,059 Closed
WJWM
915
Williams Jones Wealth Management
New York
-$530K -4,758 Closed
PP
916
Parplus Partners
New York
-$488K -4,380 Closed
CA
917
Commerzbank Aktiengesellschaft
Germany
-$458K -4,112 Closed
TA
918
TCG Advisors
Texas
-$453K -4,065 Closed
AIM
919
Achmea Investment Management
Netherlands
-$451K -4,048 Closed
CIBC World Market
920
CIBC World Market
Ontario, Canada
-$432K -3,880 Closed
PP
921
PDT Partners
New York
-$413K -3,706 Closed
SRAM
922
Stone Ridge Asset Management
New York
-$405K -3,639 Closed
JMFC
923
J.M. Forbes & Co
Massachusetts
-$401K -3,600 Closed
MWP
924
MYCIO Wealth Partners
Pennsylvania
-$361K -3,241 Closed
PTC
925
Provident Trust Company
Wisconsin
-$334K -3,000 Closed