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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
Holocene Advisors
501
Holocene Advisors
New York
$556K +$558K +6,735 New
NCM
502
Noesis Capital Mangement
Florida
$547K
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$546K +$81.1K +979 +17%
DSC
504
Duncker Streett & Co
Missouri
$545K
TRIM
505
Thompson Rubinstein Investment Management
Oregon
$534K -$6.63K -80 -1%
CAM
506
Claret Asset Management
Quebec, Canada
$520K
Squarepoint
507
Squarepoint
New York
$519K -$6.18M -74,615 -92%
FNT
508
First National Trust
Pennsylvania
$517K -$50K -604 -9%
SI
509
Stephens Inc
Arkansas
$514K -$16.7K -202 -3%
WEC
510
Winslow Evans & Crocker
Massachusetts
$511K -$29K -350 -5%
ST
511
Smithfield Trust
Pennsylvania
$510K +$3.73K +45 +0.7%
SPC
512
Stewart & Patten Company
California
$504K -$174K -2,100 -26%
HB
513
Homrich & Berg
Georgia
$503K +$49.7K +600 +11%
RJT
514
Raymond James Trust
Florida
$500K -$7.12K -86 -1%
NRS
515
Neville Rodie & Shaw
New York
$496K
DCP
516
DSM Capital Partners
Florida
$496K +$497K +6,000 New
AWM
517
Aries Wealth Management
Maine
$493K
DIM
518
DC Investments Management
Virginia
$488K
AWM
519
Altium Wealth Management
New York
$486K +$85.7K +1,035 +21%
QI
520
QS Investors
New York
$484K
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$477K +$5.96K +72 +1%
GXMC
522
Global X Management Company
New York
$477K +$17.9K +216 +4%
MME
523
Meag Munich Ergo
Germany
$473K +$480K +5,800 New
HFS
524
HL Financial Services
Kentucky
$472K -$1.49K -18 -0.3%
JA
525
JLB & Associates
Michigan
$472K +$474K +5,720 New