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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
HB
501
Homrich & Berg
Georgia
$510K -$847 -10 -0.2%
AWM
502
Aries Wealth Management
Maine
$499K
HFS
503
HL Financial Services
Kentucky
$498K +$21.6K +255 +4%
SI
504
Stephens Inc
Arkansas
$497K -$108K -1,272 -17%
6M
505
6 Meridian
Kansas
$497K +$509K +6,006 New
TRCT
506
Tower Research Capital (TRC)
New York
$486K +$498K +5,875 New
QI
507
QS Investors
New York
$485K
MME
508
Meag Munich Ergo
Germany
$481K
Citadel Advisors
509
Citadel Advisors
Florida
$479K +$75.4K +890 +18%
FNT
510
First National Trust
Pennsylvania
$476K -$42.4K -501 -8%
RS
511
Robeco Schweiz
Switzerland
$475K +$221K +2,605 +84%
TRIM
512
Thompson Rubinstein Investment Management
Oregon
$460K -$16.9K -200 -3%
GC
513
Grimes & Company
Massachusetts
$460K
First Manhattan
514
First Manhattan
New York
$460K +$102K +1,200 +27%
MCA
515
Mercer Capital Advisers
New Jersey
$459K
CCA
516
Checchi Capital Advisers
California
$459K +$38K +448 +9%
MBTD
517
Mechanics Bank - Trust Department
California
$455K
TCOT
518
Trust Company of Toledo
Ohio
$455K
CA
519
Commerzbank Aktiengesellschaft
Germany
$453K +$35.2K +416 +8%
MMHP
520
Murphy Middleton Hinkle & Parker
Georgia
$452K
S
521
SimplyRich
California
$451K
MIFH
522
Migdal Insurance & Financial Holdings
Israel
$447K +$208K +2,456 +83%
BC
523
Bartlett & Co
Ohio
$444K -$13K -154 -3%
BCWM
524
Bartlett & Co Wealth Management
Ohio
$444K -$13K -154 -3%
ACP
525
Ashfield Capital Partners
California
$442K