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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
KCM
951
Kornitzer Capital Management
Kansas
-$223K -2,000 Closed
SCI
952
S&CO Inc
Massachusetts
-$223K -2,000 Closed
SL
953
Signition LP
New York
-$219K -1,970 Closed
ABC
954
Associated Banc-Corp
Wisconsin
-$217K -1,943 Closed
FA
955
Faithward Advisors
Pennsylvania
-$216K -1,937 Closed
PLFAM
956
Pineno Levin & Ford Asset Management
Virginia
-$215K -1,926 Closed
CT
957
Columbia Trust
Oregon
-$213K -1,918 Closed
YIA
958
YHB Investment Advisors
Connecticut
-$213K -1,908 Closed
GC
959
Gratus Capital
Georgia
-$210K -1,885 Closed
KCM
960
Kanawha Capital Management
Virginia
-$210K -1,881 Closed
TCBWMS
961
Texas Capital Bank Wealth Management Services
Texas
-$204K -1,835 Closed
IWM
962
IHT Wealth Management
Illinois
-$202K -1,818 Closed
WCWM
963
Willow Creek Wealth Management
California
-$203K -1,818 Closed
AC
964
Abbrea Capital
California
-$202K -1,817 Closed
MWA
965
Meridian Wealth Advisors
Texas
-$201K -1,803 Closed
LNB
966
Ledyard National Bank
-$201K -1,801 Closed
MFG
967
Magnus Financial Group
New York
-$201K -1,801 Closed
SIC
968
Samalin Investment Counsel
New York
-$193K -1,737 Closed
GLI
969
Guardian Life Insurance
New York
-$165K -1,482 Closed
LPIC
970
LeJeune Puetz Investment Counsel
Michigan
-$146K -1,310 Closed
AA
971
Ancora Advisors
Ohio
-$111K -1,000 Closed
IRAG
972
Investment Research & Advisory Group
Georgia
-$78K -697 Closed
PI
973
PEAK6 Investments
Illinois
-$67.3K -631 Closed
QAM
974
QCI Asset Management
New York
-$62K -556 Closed
RMAM
975
Raab & Moskowitz Asset Management
New Jersey
-$58K -526 Closed