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MRSH

Marsh

797 hedge funds and large institutions have $36.5B invested in Marsh in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 278 increasing their positions, 298 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

11% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $25.9M

2% more capital invested

Capital invested by funds: $35.8B → $36.5B (+$690M)

0.91% more ownership

Funds ownership: 86.43%87.34% (+0.91%)

0% more funds holding

Funds holding: 794797 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 298

Holders
797
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
18.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
56
Increased
278
Reduced
298
Closed
47
Calls
$28.7M
Puts
$25.9M
Net Calls
+$2.77M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
351
Bar Harbor Wealth Management
New Hampshire
$1.95M +$38.1K +450 +2%
TPWA
352
TRUE Private Wealth Advisors
Oregon
$1.92M -$905K -10,688 -32%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$1.92M +$316K +3,726 +19%
GHCM
354
Glen Harbor Capital Management
California
$1.91M +$196K +2,310 +11%
SBWIC
355
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.91M -$241K -2,850 -11%
SCM
356
Stevens Capital Management
Pennsylvania
$1.89M +$1.94M +22,893 New
William Blair & Company
357
William Blair & Company
Illinois
$1.89M -$8.81K -104 -0.5%
PIA
358
Piedmont Investment Advisors
North Carolina
$1.85M +$31.8K +375 +2%
NVIM
359
New Vernon Investment Management
Illinois
$1.84M
KRS
360
Kentucky Retirement Systems
Kentucky
$1.78M -$3.22K -38 -0.2%
GT
361
Glenmede Trust
Pennsylvania
$1.76M -$67.8M -800,165 -97%
Jane Street
362
Jane Street
New York
$1.76M +$1.8M +21,264 New
PCM
363
Penserra Capital Management
California
$1.76M +$1.8M +21,247 New
HIC
364
Hartline Investment Corp
Illinois
$1.74M -$5K -59 -0.3%
MML Investors Services
365
MML Investors Services
Massachusetts
$1.71M +$212K +2,507 +14%
LMGAM
366
Liberty Mutual Group Asset Management
Massachusetts
$1.68M
RC
367
RBF Capital
California
$1.65M +$424K +5,000 +33%
LPL Financial
368
LPL Financial
California
$1.64M -$58.5K -690 -3%
OAM
369
Oppenheimer Asset Management
New York
$1.62M -$129K -1,526 -7%
W
370
Wealthfront
California
$1.61M -$88.8K -1,048 -5%
NIC
371
Northwest Investment Counselors
Oregon
$1.59M +$27.4K +323 +2%
WI
372
WBI Investments
New Jersey
$1.59M -$1.99M -23,489 -55%
LA
373
Legacy Advisors
Pennsylvania
$1.58M +$1.62M +19,128 New
Federated Hermes
374
Federated Hermes
Pennsylvania
$1.56M +$1.14M +13,484 +249%
SM
375
Sciencast Management
New Jersey
$1.52M +$1.57M +18,552 New