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MRSH

Marsh

815 hedge funds and large institutions have $35.9B invested in Marsh in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 245 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 70

10% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $37.2M

1% more capital invested

Capital invested by funds: $35.4B → $35.9B (+$461M)

1% more funds holding

Funds holding: 808815 (+7)

0.32% more ownership

Funds ownership: 85.41%85.74% (+0.32%)

24% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 323

Holders
815
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
245
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
451
GSA Capital Partners
United Kingdom
$836K -$762K -9,197 -48%
HAG
452
HighPoint Advisor Group
Illinois
$827K +$30.8K +372 +4%
WIC
453
Wilkins Investment Counsel
Massachusetts
$826K
SCA
454
Snowden Capital Advisors
New York
$823K +$120K +1,443 +17%
HSA
455
HBK Sorce Advisory
Pennsylvania
$822K +$42K +507 +5%
BRWA
456
B. Riley Wealth Advisors
Florida
$818K +$163K +1,967 +25%
UCFA
457
United Capital Financial Advisors
Texas
$770K -$65.2K -787 -8%
EWM
458
Evercore Wealth Management
New York
$747K
SCM
459
Sterling Capital Management
North Carolina
$746K +$828 +10 +0.1%
QPWM
460
Quadrant Private Wealth Management
Pennsylvania
$735K +$737K +8,896 New
ACA
461
Atlas Capital Advisors
Wyoming
$727K +$730K +8,807 New
Federated Hermes
462
Federated Hermes
Pennsylvania
$727K -$66.3K -800 -8%
CT
463
CPF Texas
Texas
$723K
HCM
464
Howland Capital Management
Massachusetts
$721K +$19.2K +232 +3%
NA
465
Neuburgh Advisers
California
$719K -$29.2K -352 -4%
TRCT
466
Tower Research Capital (TRC)
New York
$719K +$58.1K +701 +9%
VFA
467
Voya Financial Advisors
Connecticut
$718K -$5.72K -69 -0.8%
KI
468
Koch Industries
Kansas
$714K +$281K +3,398 +65%
FTIOP
469
Fiduciary Trust International of Pennsylvania
Pennsylvania
$712K -$35.2K -425 -5%
NC
470
Nicholas Company
Wisconsin
$710K
CIA
471
Choate Investment Advisors
Massachusetts
$706K -$10.8K -130 -1%
SCM
472
Shelton Capital Management
Colorado
$696K
Financial Engines Advisors
473
Financial Engines Advisors
California
$689K +$691K +8,343 New
DLA
474
Douglas Lane & Associates
New York
$676K +$52.1K +629 +8%
LTFS
475
Ladenburg Thalmann Financial Services
Florida
$670K +$14K +169 +2%