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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
CB
476
Commerce Bank
Missouri
$638K -$28.5K -336 -4%
DSI
477
Daiwa SB Investments
Japan
$634K +$54.2K +640 +9%
CAG
478
Crestwood Advisors Group
Massachusetts
$629K +$424 +5 +0.1%
Simplex Trading
479
Simplex Trading
Illinois
$608K +$365K +4,313 +142%
Luther King Capital Management (LKCM)
480
Luther King Capital Management (LKCM)
Texas
$599K -$7.46K -88 -1%
B
481
Barings
North Carolina
$599K
CC
482
Chicago Capital
Illinois
$596K
HPC
483
HM Payson & Co
Maine
$586K -$57.6K -680 -9%
PTC
484
Private Trust Company
Ohio
$583K -$1.69K -20 -0.3%
KWA
485
KCS Wealth Advisory
California
$581K +$114K +1,341 +24%
CCG
486
Cypress Capital Group
Florida
$579K
EWM
487
Evercore Wealth Management
New York
$579K
RJT
488
Raymond James Trust
Florida
$575K +$1.95K +23 +0.3%
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$574K +$82K +968 +16%
SAM
490
Symphony Asset Management
California
$567K -$1.7M -20,051 -75%
BRWA
491
B. Riley Wealth Advisors
Florida
$566K -$932 -11 -0.2%
Mackenzie Financial
492
Mackenzie Financial
Ontario, Canada
$553K +$126K +1,487 +29%
DSC
493
Duncker Streett & Co
Missouri
$546K
PP
494
Paloma Partners
Connecticut
$545K +$262K +3,098 +89%
Millennium Management
495
Millennium Management
New York
$537K -$30M -354,652 -98%
OCG
496
Opus Capital Group
Ohio
$530K -$48.3K -570 -8%
PI
497
Putnam Investments
Massachusetts
$528K -$15.1K -178 -3%
MPAM
498
Murphy Pohlad Asset Management
Minnesota
$515K -$19.5K -230 -4%
WEC
499
Winslow Evans & Crocker
Massachusetts
$514K
ST
500
Smithfield Trust
Pennsylvania
$511K