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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
NP
926
NorthRock Partners
Minnesota
-$304K -2,729 Closed
WKWM
927
Walter & Keenan Wealth Management
Indiana
-$301K -2,700 Closed
BCM
928
Bayesian Capital Management
New York
-$284K -2,545 Closed
FCH
929
Freestone Capital Holdings
Washington
-$281 -2,526 Closed
SPC
930
Sigma Planning Corp
Michigan
-$270K -2,419 Closed
VC
931
Veracity Capital
Georgia
-$262K -2,348 Closed
LF
932
Lantz Financial
Illinois
-$255K -2,292 Closed
IC
933
InterOcean Capital
Illinois
-$253K -2,274 Closed
PCA
934
Personal Capital Advisors
California
-$253K -2,272 Closed
MCM
935
Marathon Capital Management
Maryland
-$250K -2,247 Closed
FI
936
Fosun International
China
-$249K -2,220 Closed
MA
937
Montag & Associates
Georgia
-$245K -2,202 Closed
GG
938
Gofen & Glossberg
Illinois
-$245K -2,200 Closed
SHWM
939
Smith & Howard Wealth Management
Georgia
-$244K -2,190 Closed
GA
940
Geller Advisors
New York
-$244K -2,187 Closed
RIM
941
Reliant Investment Management
Tennessee
-$244K -2,186 Closed
FRM
942
Fox Run Management
Connecticut
-$243K -2,179 Closed
JT
943
Jump Trading
Illinois
-$241K -2,163 Closed
DI
944
Diligent Investors
California
-$241K -2,160 Closed
BDF
945
Balasa Dinverno & Foltz
-$240K -2,158 Closed
PNC
946
Park National Corp
Ohio
-$236K -2,120 Closed
JIM
947
Jupiter Investment Management
United Kingdom
-$233K -2,100 Closed
YMRC
948
Yorktown Management & Research Company
Virginia
-$234K -2,100 Closed
BWAM
949
Boyd Watterson Asset Management
Ohio
-$234K -2,096 Closed
HAIM
950
Hunter Associates Investment Management
Pennsylvania
-$223K -2,000 Closed