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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
AWM
551
Altium Wealth Management
New York
$393K +$402K +4,840 New
GRP
552
Global Retirement Partners
California
$389K +$314K +3,774 +377%
CCA
553
Checchi Capital Advisers
California
$388K -$249 -3 -0.1%
BWAM
554
Boyd Watterson Asset Management
Ohio
$379K +$831 +10 +0.2%
CA
555
Commerzbank Aktiengesellschaft
Germany
$376K -$21.5K -259 -5%
SS
556
Simplicity Solutions
Minnesota
$373K +$31.1K +374 +9%
PA
557
Parallel Advisors
California
$372K -$7.65K -92 -2%
OAM
558
Occidental Asset Management
California
$371K +$379K +4,554 New
DAC
559
Dividend Assets Capital
South Carolina
$370K +$162K +1,948 +75%
TBA
560
Tower Bridge Advisors
Pennsylvania
$366K
EP
561
Edgestream Partners
New Jersey
$357K -$468K -5,636 -56%
IC
562
InterOcean Capital
Illinois
$355K +$125K +1,500 +52%
STA
563
Summit Trail Advisors
New York
$355K +$357K +4,295 New
First Manhattan
564
First Manhattan
New York
$354K +$24.9K +300 +7%
TCOV
565
Trust Company of Vermont
Vermont
$353K -$9.89K -119 -3%
CBU
566
CIBC Bank USA
Illinois
$343K -$4.74K -57 -1%
NA
567
NewEdge Advisors
Louisiana
$343K +$2.74K +33 +0.8%
FPFS
568
First Personal Financial Services
North Carolina
$341K +$37.3K +449 +12%
GI
569
GAMCO Investors
Connecticut
$337K
WCM
570
Wallace Capital Management
Texas
$335K
CT
571
Cambridge Trust
Massachusetts
$333K +$3.57K +43 +1%
BAAM
572
Baker Avenue Asset Management
California
$332K
DWM
573
Doyle Wealth Management
Florida
$326K -$66.5K -800 -17%
DDC
574
DF Dent & Co
Maryland
$323K +$329K +3,963 New
BWM
575
Buckley Wealth Management
Nevada
$323K +$330K +3,966 New