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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
CH
976
Canton Hathaway
Rhode Island
-$36K -325 Closed
GDP
977
Great Diamond Partners
Maine
-$28K -255 Closed
FPFS
978
First Personal Financial Services
North Carolina
-$22K -198 Closed
SFA
979
Semmax Financial Advisors
North Carolina
-$21K -187 Closed
CHAM
980
Clear Harbor Asset Management
Connecticut
-$20.7K -186 Closed
SMG
981
Spectrum Management Group
Indiana
-$18K -160 Closed
EWM
982
Endurance Wealth Management
Rhode Island
-$16K -142 Closed
CG
983
Cutler Group
California
-$14.7K -138 Closed
THWM
984
Taylor Hoffman Wealth Management
Virginia
-$15K -134 Closed
ACM
985
Anfield Capital Management
California
-$13K -114 Closed
BCI
986
Brinker Capital Investments
Pennsylvania
-$12K -107 Closed
RIA
987
Realta Investment Advisors
Delaware
-$10K -100 Closed
EWA
988
Evolution Wealth Advisors
Florida
-$9K -81 Closed
AS
989
Altshuler Shaham
Israel
-$8K -76 Closed
LFG
990
Larson Financial Group
Missouri
-$6K -50 Closed
CWA
991
Capital Wealth Alliance
Arizona
-$5K -45 Closed
PA
992
PSI Advisors
Florida
-$4K -44 Closed
BC
993
Barnett & Company
Tennessee
-$5K -42 Closed
WCM
994
Wealthcare Capital Management
Virginia
-$3.63K -34 -89%
JAM
995
JCIC Asset Management
Ontario, Canada
-$3K -31 Closed
LS
996
Leelyn Smith
Illinois
-$1 -11 Closed
AA
997
Argent Advisors
Louisiana
-$1K -9 Closed
WQ
998
Wealth Quarterback
New Jersey
-$912 -8 Closed