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MRSH

Marsh

825 hedge funds and large institutions have $34.4B invested in Marsh in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

48% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 73

13% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $29.5M

4% more funds holding

Funds holding: 797825 (+28)

0.02% less ownership

Funds ownership: 87.34%87.32% (-0.02%)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.02B)

14% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 300

Holders
825
Holders Change
+28
Holders Change %
+3.51%
% of All Funds
18.38%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
108
Increased
259
Reduced
300
Closed
73
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
426
Jackson Wealth Management
Florida
$972K -$27.4K -329 -3%
DDC
427
DF Dent & Co
Maryland
$960K -$3K -36 -0.3%
MWP
428
Moller Wealth Partners
$953K +$975K +11,700 New
CPA
429
Capital Planning Advisors
California
$950K -$194K -2,321 -16%
HAG
430
HighPoint Advisor Group
Illinois
$937K -$13K -156 -2%
HC
431
HNP Capital
New York
$934K +$976K +11,712 New
SCA
432
Snowden Capital Advisors
New York
$925K -$44.6K -535 -4%
LSCM
433
LaSalle Street Capital Management
Illinois
$912K
FTIOP
434
Fiduciary Trust International of Pennsylvania
Pennsylvania
$911K +$83.5K +1,002 +10%
VRM
435
Vectors Research Management
New York
$906K +$98.6K +1,183 +12%
TI
436
Trexquant Investment
Connecticut
$904K +$945K +11,335 New
VIA
437
Vident Investment Advisory
Georgia
$902K +$295K +3,537 +46%
NG
438
NatWest Group
United Kingdom
$897K
VF
439
Virtu Financial
New York
$895K -$158K -1,897 -14%
HSA
440
HBK Sorce Advisory
Pennsylvania
$892K +$5.17K +62 +0.6%
JHP
441
James Hambro & Partners
United Kingdom
$860K -$269K -3,224 -23%
Two Sigma Advisers
442
Two Sigma Advisers
New York
$813K +$850K +10,200 New
CWM
443
Confluence Wealth Management
Oregon
$811K -$24K -288 -3%
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$799K +$155K +1,857 +23%
WIC
445
Wilkins Investment Counsel
Massachusetts
$797K
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$795K +$35.4K +425 +4%
CI
447
Conning Inc
Connecticut
$791K -$88.4K -1,060 -10%
AT
448
Arden Trust
Delaware
$791K -$7.75K -93 -0.9%
WA1
449
Wimmer Associates 1
California
$781K -$47.9K -574 -6%
SGI
450
Summit Global Investments
Utah
$779K -$6.02M -72,159 -88%