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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
WI
451
Wintrust Investments
Illinois
$772K +$15.3K +181 +2%
WPA
452
West Paces Advisors
Georgia
$770K +$132K +1,554 +20%
AIP
453
Ameritas Investment Partners
Nebraska
$764K -$36K -425 -4%
FHB
454
First Hawaiian Bank
Hawaii
$752K +$770K +9,091 New
BFM
455
Boston Financial Management
Massachusetts
$745K +$763K +9,010 New
DC
456
Diametric Capital
Massachusetts
$741K +$763K +9,006 New
VFA
457
Voya Financial Advisors
Connecticut
$740K +$8.64K +102 +1%
HCM
458
Howland Capital Management
Massachusetts
$728K +$5.42K +64 +0.7%
CT
459
CPF Texas
Texas
$725K
AI
460
Atria Investments
North Carolina
$712K +$81.6K +963 +13%
NRS
461
Neville Rodie & Shaw
New York
$706K
DLA
462
Douglas Lane & Associates
New York
$677K -$37.7K -445 -5%
FCH
463
Freestone Capital Holdings
Washington
$677K +$95K +1,122 +16%
LTFS
464
Ladenburg Thalmann Financial Services
Florida
$676K +$3.13K +37 +0.5%
NC
465
Nicholas Company
Wisconsin
$670K -$42.4K -500 -6%
QIM
466
Quantitative Investment Management
Virginia
$670K +$686K +8,100 New
EWM
467
Elmwood Wealth Management
California
$669K +$25.4K +300 +4%
TSW
468
Thompson Siegel & Walmsley
Virginia
$667K
AWM
469
Altium Wealth Management
New York
$662K -$60.3K -712 -8%
Holocene Advisors
470
Holocene Advisors
New York
$662K +$201K +2,368 +42%
SCM
471
Shelton Capital Management
Colorado
$656K -$16.9K -200 -2%
VIA
472
Vident Investment Advisory
Georgia
$643K +$53.8K +635 +9%
Qube Research & Technologies (QRT)
473
Qube Research & Technologies (QRT)
United Kingdom
$643K +$659K +7,774 New
CIA
474
Choate Investment Advisors
Massachusetts
$641K -$67.9K -801 -9%
TH
475
TCTC Holdings
Texas
$640K