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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
AIC
376
Aurora Investment Counsel
Georgia
$1.52M +$1.56M +18,394 New
RCM
377
Riverhead Capital Management
Delaware
$1.52M +$51.3K +605 +3%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$1.51M +$84.7K +1,000 +6%
RFA
379
Reilly Financial Advisors
California
$1.51M +$8.47K +100 +0.6%
WF
380
Welch & Forbes
Massachusetts
$1.49M -$84.7K -1,000 -5%
CSIC
381
Clifford Swan Investment Counsel
California
$1.49M -$33.9K -400 -2%
PAM
382
Panagora Asset Management
Massachusetts
$1.47M -$2.8K -33 -0.2%
V
383
Veritable
Delaware
$1.46M +$14.1K +167 +1%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$24.5K -289 -2%
NA
385
Neuburgh Advisers
California
$1.39M +$142K +1,680 +11%
TU
386
TDAM USA
Ontario, Canada
$1.37M -$55.5K -655 -4%
RFC
387
Regions Financial Corp
Alabama
$1.36M -$339 -4 -0%
BCWM
388
Blue Chip Wealth Management
Florida
$1.35M -$59K -696 -4%
AMI
389
Amica Mutual Insurance
Rhode Island
$1.34M -$385K -4,550 -22%
VCM
390
Virtue Capital Management
Tennessee
$1.33M +$835K +9,855 +160%
RC
391
RegentAtlantic Capital
New Jersey
$1.31M +$254 +3 +0%
ECM
392
Everence Capital Management
Indiana
$1.27M
CI
393
Cigna Investments
Connecticut
$1.25M -$118K -1,388 -9%
ATC
394
Argent Trust Co
Tennessee
$1.24M +$246K +2,901 +24%
APFBOT
395
Amica Pension Fund Board of Trustees
Rhode Island
$1.2M -$335K -3,950 -21%
Mariner
396
Mariner
Kansas
$1.19M +$521K +6,153 +75%
CPA
397
Capital Planning Advisors
California
$1.18M +$615K +7,263 +104%
DBIA
398
Dumont & Blake Investment Advisors
New Jersey
$1.17M +$68.5K +809 +6%
LNC
399
Lincoln National Corp
Pennsylvania
$1.17M +$762 +9 +0.1%
ANRIA
400
American National Registered Investment Advisor
Texas
$1.16M