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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
NRS
476
Neville Rodie & Shaw
New York
$680K
PP
477
Paloma Partners
Connecticut
$677K +$158K +1,891 +29%
SAM
478
Symphony Asset Management
California
$672K +$131K +1,566 +23%
HCM
479
Howland Capital Management
Massachusetts
$669K -$34.3K -411 -5%
TFA
480
Transamerica Financial Advisors
Florida
$649K -$129K -1,552 -16%
TSW
481
Thompson Siegel & Walmsley
Virginia
$643K
Financial Engines Advisors
482
Financial Engines Advisors
California
$631K +$659K +7,910 New
KWA
483
KCS Wealth Advisory
California
$624K +$66.5K +798 +11%
CWM
484
Calamos Wealth Management
Illinois
$623K -$4.31M -51,756 -87%
TH
485
TCTC Holdings
Texas
$617K
LOAMS
486
Lombard Odier Asset Management (Switzerland)
Switzerland
$615K +$643K +7,711 New
CIA
487
Choate Investment Advisors
Massachusetts
$614K -$4.17K -50 -0.6%
AWM
488
Altium Wealth Management
New York
$613K -$26.2K -314 -4%
SCM
489
Shelton Capital Management
Colorado
$608K -$25K -300 -4%
EWM
490
Elmwood Wealth Management
California
$605K -$42.4K -508 -6%
AI
491
Atria Investments
North Carolina
$604K -$86K -1,032 -12%
DLA
492
Douglas Lane & Associates
New York
$587K -$68.4K -820 -10%
TRCT
493
Tower Research Capital (TRC)
New York
$585K +$122K +1,466 +25%
CAG
494
Crestwood Advisors Group
Massachusetts
$583K -$24.7K -296 -4%
CC
495
Chicago Capital
Illinois
$574K
PTC
496
Private Trust Company
Ohio
$551K -$11.8K -141 -2%
Teacher Retirement System of Texas
497
Teacher Retirement System of Texas
Texas
$550K -$5M -59,984 -90%
NC
498
Nicholas Company
Wisconsin
$534K -$117K -1,400 -17%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$532K -$22.3K -268 -4%
IC
500
Inscription Capital
Texas
$529K +$553K +6,634 New