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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
PWLP
426
Prio Wealth Limited Partnership
Massachusetts
$1.13M
KRSITF
427
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$6.15K -74 -0.5%
MNBTD
428
Moody National Bank Trust Division
Texas
$1.09M -$25.8K -310 -2%
MERSOM
429
Municipal Employees' Retirement System of Michigan
Michigan
$1.08M
CTA
430
Chesley Taft & Associates
Illinois
$1.07M -$145K -1,740 -12%
RCM
431
Riverhead Capital Management
Delaware
$1.06M +$158K +1,900 +17%
DBIA
432
Dumont & Blake Investment Advisors
New Jersey
$1.06M -$6.23K -75 -0.6%
CC
433
ClearArc Capital
Ohio
$1.05M -$18.1K -218 -2%
HIM
434
Hermes Investment Management
United Kingdom
$1.04M +$66.5K +800 +7%
Fayez Sarofim & Co
435
Fayez Sarofim & Co
Texas
$1.04M -$20.8K -250 -2%
JHP
436
James Hambro & Partners
United Kingdom
$1.03M +$1.05M +12,660 New
CL
437
Croft-Leominster
Maryland
$1.03M -$3.95M -47,485 -79%
GL
438
GLG LLC
New York
$1.03M
GHCM
439
Glen Harbor Capital Management
California
$1.01M +$245K +2,948 +31%
SWP
440
Stratos Wealth Partners
Ohio
$1.01M -$12.4K -149 -1%
HI
441
Horizon Investments
North Carolina
$1M +$134K +1,607 +13%
CI
442
Conning Inc
Connecticut
$990K -$39.1K -470 -4%
Parallax Volatility Advisers
443
Parallax Volatility Advisers
California
$972K +$993K +11,944 New
AP
444
Advisor Partners
California
$958K +$44.4K +534 +5%
Cambridge Investment Research Advisors
445
Cambridge Investment Research Advisors
Iowa
$953K +$116K +1,393 +14%
UR
446
USCA RIA
Texas
$944K -$3.03M -36,447 -76%
WT
447
Whittier Trust
California
$935K +$69.6K +837 +8%
SGCA
448
Steel Grove Capital Advisors
Tennessee
$926K +$537K +6,464 +132%
AIP
449
Ameritas Investment Partners
Nebraska
$923K -$47.9K -576 -5%
AT
450
Arden Trust
Delaware
$922K -$5.65K -68 -0.6%