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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
CAAS
526
Capital Asset Advisory Services
Michigan
$434K -$8.89K -105 -2%
LOAME
527
Lombard Odier Asset Management (Europe)
United Kingdom
$433K
ROTUOC
528
Regents of the University of California
California
$430K
BAM
529
Belpointe Asset Management
Nevada
$429K +$27.8K +328 +7%
EP
530
Edgestream Partners
New Jersey
$428K +$438K +5,174 New
OAM
531
Occidental Asset Management
California
$427K +$31.9K +377 +8%
ACA
532
Atlas Capital Advisors
Wyoming
$426K
CB
533
Chemical Bank
Michigan
$425K -$21.5K -254 -5%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$425K -$13K -154 -3%
RIM
535
Rampart Investment Management
Connecticut
$423K +$260K +3,065 +7%
IUHSA
536
Itau Unibanco Holding S.A.
Brazil
$416K -$20.1K -237 -5%
APA
537
American Portfolios Advisors
New York
$409K +$17.5K +207 +4%
HH
538
Hilltop Holdings
Texas
$407K -$3.13K -37 -0.7%
PA
539
Parallel Advisors
California
$406K -$6.35K -75 -2%
SPC
540
Stewart & Patten Company
California
$401K
IIC
541
Ironwood Investment Counsel
Arizona
$397K
BWM
542
Buckley Wealth Management
Nevada
$396K +$3.3K +39 +0.8%
NEAM
543
New England Asset Management
Connecticut
$385K
LS
544
Livforsakringsbolaget Skandia
Sweden
$373K -$390K -4,600 -50%
LCM
545
Laurion Capital Management
New York
$372K -$163K -1,926 -30%
PWPS
546
Pinnacle Wealth Planning Services
Ohio
$369K +$4.15K +49 +1%
BWAM
547
Boyd Watterson Asset Management
Ohio
$363K
MC
548
Menta Capital
California
$363K +$372K +4,392 New
MWM
549
Mission Wealth Management
California
$362K +$57.6K +680 +18%
NA
550
NewEdge Advisors
Louisiana
$359K -$8.98K -106 -2%