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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
CB
501
Commerce Bank
Missouri
$563K +$10.6K +127 +2%
FNT
502
First National Trust
Pennsylvania
$559K +$748 +9 +0.1%
WA
503
Waverly Advisors
Alabama
$555K +$48.5K +583 +9%
VF
504
Virtu Financial
New York
$555K +$567K +6,816 New
PTC
505
Private Trust Company
Ohio
$545K +$8.06K +97 +1%
NCM
506
Noesis Capital Mangement
Florida
$540K
DSC
507
Duncker Streett & Co
Missouri
$537K
TRIM
508
Thompson Rubinstein Investment Management
Oregon
$533K
WEC
509
Winslow Evans & Crocker
Massachusetts
$532K -$179K -2,150 -25%
SI
510
Stephens Inc
Arkansas
$523K +$139K +1,676 +35%
MA
511
MANA Advisors
New York
$514K +$525K +6,320 New
CAM
512
Claret Asset Management
Quebec, Canada
$512K +$523K +6,293 New
VIA
513
Vident Investment Advisory
Georgia
$503K +$94.5K +1,137 +23%
RJT
514
Raymond James Trust
Florida
$501K +$98.2K +1,181 +24%
FPS
515
Fieldpoint Private Securities
Connecticut
$499K -$173K -2,080 -25%
ST
516
Smithfield Trust
Pennsylvania
$499K +$4.57K +55 +0.9%
AWM
517
Aries Wealth Management
Maine
$495K +$501K +6,028 New
S
518
SimplyRich
California
$491K +$501K +6,027 New
NRS
519
Neville Rodie & Shaw
New York
$488K
DIM
520
DC Investments Management
Virginia
$481K +$491K +5,912 New
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$479K -$2.24K -27 -0.5%
QI
522
QS Investors
New York
$477K
FIM
523
Foresters Investment Management
New York
$475K +$37.2K +447 +8%
CIC
524
Carnegie Investment Counsel
Ohio
$474K +$6.9K +83 +1%
LOAME
525
Lombard Odier Asset Management (Europe)
United Kingdom
$469K -$68.7K -826 -13%