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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
FPCG
151
Fort Pitt Capital Group
Pennsylvania
$18.2M -$244K -2,293 -1%
SAM
152
Storebrand Asset Management
Norway
$18.2M +$22.4M +210,026 New
SW
153
SVB Wealth
Massachusetts
$18.1M +$902K +8,464 +4%
AAM
154
Advisors Asset Management
Colorado
$18M -$690K -6,476 -3%
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$17.8M -$209K -1,965 -1%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$17.3M +$401K +3,764 +2%
MNBTD
157
Moody National Bank Trust Division
Texas
$17.1M -$5.86K -55 -0%
AIM
158
Avity Investment Management
Connecticut
$16.6M +$9.31M +87,323 +83%
SBH
159
Segall Bryant & Hamill
Illinois
$16.6M -$638K -5,981 -3%
AIG
160
American International Group
New York
$16.5M +$19.3K +181 +0.1%
US Bancorp
161
US Bancorp
Minnesota
$16.1M -$245K -2,299 -1%
Connor, Clark & Lunn Investment Management (CC&L)
162
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.1M +$8.66M +81,250 +78%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$16M +$1.52M +14,268 +8%
ANI
164
American National Insurance
Texas
$16M
GF
165
Gabelli Funds
New York
$15.7M -$1.35M -12,650 -7%
CTA
166
Carillon Tower Advisers
Florida
$15.7M -$14.2M -132,825 -42%
Millennium Management
167
Millennium Management
New York
$15.6M +$6.71M +62,943 +54%
Stifel Financial
168
Stifel Financial
Missouri
$15.4M -$149K -1,397 -0.8%
CAG
169
Crestwood Advisors Group
Massachusetts
$15.4M -$89.1K -836 -0.5%
Nomura Asset Management
170
Nomura Asset Management
Japan
$15.4M +$1.88M +17,592 +11%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$14.9M +$18.3M +171,905 New
Natixis Advisors
172
Natixis Advisors
Massachusetts
$14.8M +$2.2M +20,673 +14%
AAM
173
Aureus Asset Management
Massachusetts
$14.5M -$25.9K -243 -0.1%
Skandinaviska Enskilda Banken (SEB)
174
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.3M -$322K -3,020 -2%
BRC
175
Bishop Rock Capital
New York
$14.3M -$809K -7,587 -4%