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MRSH

Marsh

808 hedge funds and large institutions have $35.4B invested in Marsh in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 40

13% more funds holding

Funds holding: 718808 (+90)

0.41% less ownership

Funds ownership: 85.82%85.41% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less capital invested

Capital invested by funds: $36.9B → $35.4B (-$1.41B)

23% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $29.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
808
Holders Change
+90
Holders Change %
+12.53%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
262
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$2.75M +$427K +5,133 +18%
TPWA
327
TRUE Private Wealth Advisors
Oregon
$2.74M +$2.44M +29,398 +680%
FAF
328
Första AP-fonden
Sweden
$2.73M -$1.6M -19,200 -36%
HI
329
Harrington Investments
California
$2.68M +$49K +589 +2%
WBC
330
Westpac Banking Corp
Australia
$2.66M -$291K -3,506 -10%
DC
331
Davenport & Co
Virginia
$2.63M -$47.8K -575 -2%
PAM
332
Paradigm Asset Management
New York
$2.61M -$308K -3,700 -10%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$2.61M +$365K +4,391 +16%
N
334
Nuveen
North Carolina
$2.57M +$38.6K +464 +1%
KRS
335
Kentucky Retirement Systems
Kentucky
$2.56M -$14.1K -170 -0.5%
William Blair & Company
336
William Blair & Company
Illinois
$2.53M +$28.8K +347 +1%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$2.52M -$91.4K -1,100 -3%
FA
338
FDx Advisors
Illinois
$2.49M +$105K +1,268 +4%
Wolverine Trading
339
Wolverine Trading
Illinois
$2.47M +$2.53M +30,385 New
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$2.45M +$62.2K +748 +3%
TVWM
341
Tower View Wealth Management
Wisconsin
$2.44M +$2.49M +29,963 New
GCM
342
Graham Capital Management
Connecticut
$2.42M +$2.47M +29,696 New
SBWIC
343
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.41M -$503K -6,050 -17%
CPIM
344
Columbia Partners Investment Management
Virginia
$2.4M -$162K -1,953 -6%
LPL Financial
345
LPL Financial
California
$2.36M -$27.9K -336 -1%
EIM
346
Essex Investment Management
Massachusetts
$2.34M
LTI
347
Laffer Tengler Investments
Tennessee
$2.3M
CA
348
Cornerstone Advisors
North Carolina
$2.28M
CLOS
349
Compagnie Lombard Odier SCmA
Switzerland
$2.26M +$1.16M +13,902 +100%
IIM
350
Ipswich Investment Management
Massachusetts
$2.24M +$153K +1,835 +7%