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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
HFS
526
HL Financial Services
Kentucky
$466K +$1.5K +18 +0.3%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$464K +$19.7K +237 +4%
PFS
528
Prospera Financial Services
Texas
$458K
HCMT
529
Highland Capital Management (Tennessee)
Tennessee
$458K +$18.5K +222 +4%
GXMC
530
Global X Management Company
New York
$453K +$26.9K +324 +6%
MCA
531
Mercer Capital Advisers
New Jersey
$451K
BC
532
Bartlett & Co
Ohio
$449K
MBTD
533
Mechanics Bank - Trust Department
California
$448K
TCOT
534
Trust Company of Toledo
Ohio
$448K
CAAS
535
Capital Asset Advisory Services
Michigan
$447K -$7.48K -90 -2%
HB
536
Homrich & Berg
Georgia
$447K +$60.8K +732 +15%
MMHP
537
Murphy Middleton Hinkle & Parker
Georgia
$445K +$454K +5,465 New
LJAC
538
L.J. Altfest & Co
New York
$436K +$2K +24 +0.5%
ACP
539
Ashfield Capital Partners
California
$435K
AI
540
Atria Investments
North Carolina
$435K +$81.3K +978 +22%
AAM
541
Aureus Asset Management
Massachusetts
$430K
OCG
542
Opus Capital Group
Ohio
$429K
KI
543
Koch Industries
Kansas
$427K +$437K +5,252 New
ROTUOC
544
Regents of the University of California
California
$423K
CB
545
Chemical Bank
Michigan
$415K +$424K +5,104 New
IIC
546
Ironwood Investment Counsel
Arizona
$411K
APA
547
American Portfolios Advisors
New York
$409K +$418K +5,031 New
KWA
548
KCS Wealth Advisory
California
$404K +$413K +4,966 New
TAM
549
Tiverton Asset Management
Delaware
$403K +$411K +4,947 New
RWA
550
RGT Wealth Advisors
Texas
$402K -$2.99K -36 -0.7%