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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
BCWM
526
Bartlett & Co Wealth Management
Ohio
$466K +$468K +5,647 New
BC
527
Bartlett & Co
Ohio
$466K +$10.7K +129 +2%
DADC
528
D.A. Davidson & Co
Montana
$464K -$344K -4,157 -43%
AI
529
Atria Investments
North Carolina
$462K +$20.4K +246 +5%
GC
530
Grimes & Company
Massachusetts
$459K +$200K +2,413 +77%
MCA
531
Mercer Capital Advisers
New Jersey
$458K
KWA
532
KCS Wealth Advisory
California
$458K +$48.5K +585 +12%
Mariner
533
Mariner
Kansas
$458K +$254K +3,064 +123%
MBTD
534
Mechanics Bank - Trust Department
California
$454K
TCOT
535
Trust Company of Toledo
Ohio
$454K
CAAS
536
Capital Asset Advisory Services
Michigan
$452K -$2.48K -30 -0.5%
CIC
537
Carnegie Investment Counsel
Ohio
$451K -$20K -242 -4%
MMHP
538
Murphy Middleton Hinkle & Parker
Georgia
$451K
CB
539
Chemical Bank
Michigan
$446K +$24.3K +293 +6%
PP
540
Prudential plc
United Kingdom
$445K +$204K +2,467 +85%
ACP
541
Ashfield Capital Partners
California
$442K
WAM
542
Wealthspire Advisors (Maryland)
Maryland
$441K -$44.6K -538 -9%
S
543
SimplyRich
California
$440K -$58K -700 -12%
EMG
544
Ellington Management Group
Connecticut
$438K +$439K +5,300 New
OCG
545
Opus Capital Group
Ohio
$436K
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$433K -$43.3K -523 -9%
ROTUOC
547
Regents of the University of California
California
$429K
PFS
548
Prospera Financial Services
Texas
$428K -$28.6K -345 -6%
KFA
549
Kabarec Financial Advisors
Illinois
$418K +$420K +5,067 New
IIC
550
Ironwood Investment Counsel
Arizona
$417K