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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
NG
451
NatWest Group
United Kingdom
$915K
TIAAOA
452
Teachers Insurance & Annuity Association of America
New York
$906K +$924K +11,120 New
SM
453
Sciencast Management
New Jersey
$902K +$910K +10,944 New
FT
454
Fiduciary Trust
Massachusetts
$874K -$145K -1,746 -14%
WA1
455
Wimmer Associates 1
California
$858K -$19K -229 -2%
CWM
456
Confluence Wealth Management
Oregon
$850K -$26.3K -317 -3%
LP
457
LMR Partners
United Kingdom
$849K +$868K +10,437 New
FP
458
FDO Partners
Massachusetts
$847K +$865K +10,402 New
PSUF
459
People's United Financial
Connecticut
$837K +$854K +10,279 New
RWP
460
RWA Wealth Partners
Massachusetts
$830K +$416 +5 +0%
UCFA
461
United Capital Financial Advisors
Texas
$823K -$48.7K -586 -5%
WIC
462
Wilkins Investment Counsel
Massachusetts
$814K
DADC
463
D.A. Davidson & Co
Montana
$795K +$180K +2,164 +28%
HAG
464
HighPoint Advisor Group
Illinois
$788K -$18.2K -219 -2%
Federated Hermes
465
Federated Hermes
Pennsylvania
$781K -$103K -1,245 -11%
HSA
466
HBK Sorce Advisory
Pennsylvania
$769K +$785K +9,445 New
ZCA
467
Zeke Capital Advisors
Pennsylvania
$745K -$42.8K -515 -5%
NA
468
Neuburgh Advisers
California
$737K +$178K +2,144 +31%
EWM
469
Evercore Wealth Management
New York
$736K
FTIOP
470
Fiduciary Trust International of Pennsylvania
Pennsylvania
$736K
DSI
471
Daiwa SB Investments
Japan
$734K -$31.6K -380 -4%
SCM
472
Sterling Capital Management
North Carolina
$734K +$750K +9,017 New
VFA
473
Voya Financial Advisors
Connecticut
$724K +$26.9K +324 +4%
GLA
474
Great Lakes Advisors
Illinois
$723K -$83 -1 -0%
CT
475
CPF Texas
Texas
$713K +$728K +8,760 New