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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
$937K +$57.4K +678 +6%
NG
427
NatWest Group
United Kingdom
$930K
HSA
428
HBK Sorce Advisory
Pennsylvania
$920K +$15.2K +179 +2%
FPS
429
Fieldpoint Private Securities
Connecticut
$913K -$1.69K -20 -0.2%
CI
430
Conning Inc
Connecticut
$908K -$63.1K -745 -6%
Allianz Asset Management
431
Allianz Asset Management
Germany
$902K -$589K -6,956 -39%
OC
432
Oppenheimer & Co
New York
$898K -$9.57K -113 -1%
ZCA
433
Zeke Capital Advisors
Pennsylvania
$885K
WG
434
Winton Group
United Kingdom
$877K -$10.6M -125,588 -92%
CWM
435
Confluence Wealth Management
Oregon
$865K +$1.19K +14 +0.1%
FTIOP
436
Fiduciary Trust International of Pennsylvania
Pennsylvania
$862K
WA1
437
Wimmer Associates 1
California
$857K -$2.03K -24 -0.2%
BPC
438
Banque Pictet & Cie
Switzerland
$855K +$876K +10,340 New
VRM
439
Vectors Research Management
New York
$837K +$862K +10,177 New
HAG
440
HighPoint Advisor Group
Illinois
$835K +$13.9K +164 +2%
AT
441
Arden Trust
Delaware
$827K -$46K -543 -5%
WIC
442
Wilkins Investment Counsel
Massachusetts
$827K
PSUF
443
People's United Financial
Connecticut
$823K -$847 -10 -0.1%
SCM
444
Sterling Capital Management
North Carolina
$813K -$8.64K -102 -1%
UCFA
445
United Capital Financial Advisors
Texas
$811K -$47.3K -558 -5%
FWCM
446
Ferguson Wellman Capital Management
Oregon
$810K
IRF
447
IBM Retirement Fund
New York
$806K -$123K -1,448 -13%
TFA
448
Transamerica Financial Advisors
Florida
$802K -$35.9K -424 -4%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$789K -$1.44K -17 -0.2%
DT
450
Diversified Trust
Tennessee
$787K