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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
RWA
551
RGT Wealth Advisors
Texas
$409K +$994 +12 +0.2%
Wolverine Trading
552
Wolverine Trading
Illinois
$407K -$2.11M -25,462 -84%
CCA
553
Checchi Capital Advisers
California
$401K +$8.12K +98 +2%
GRP
554
Global Retirement Partners
California
$396K +$2.07K +25 +0.5%
OAM
555
Occidental Asset Management
California
$376K
APA
556
American Portfolios Advisors
New York
$372K -$43.5K -525 -10%
BWM
557
Buckley Wealth Management
Nevada
$368K +$40.9K +494 +12%
BWAM
558
Boyd Watterson Asset Management
Ohio
$362K -$22.8K -275 -6%
PA
559
Parallel Advisors
California
$362K -$15.7K -190 -4%
First Manhattan
560
First Manhattan
New York
$360K +$1.66K +20 +0.5%
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$357K +$286K +3,457 +404%
BAAM
562
Baker Avenue Asset Management
California
$353K +$16.7K +201 +5%
NA
563
NewEdge Advisors
Louisiana
$350K +$11.8K +142 +3%
TCOV
564
Trust Company of Vermont
Vermont
$348K -$9.69K -117 -3%
GI
565
GAMCO Investors
Connecticut
$342K
SS
566
Simplicity Solutions
Minnesota
$341K -$36.7K -443 -10%
HH
567
Hilltop Holdings
Texas
$340K +$340K +4,106 New
CCP
568
Corient Capital Partners
California
$333K +$71.7K +865 +27%
Qube Research & Technologies (QRT)
569
Qube Research & Technologies (QRT)
United Kingdom
$333K +$335K +4,043 New
TBA
570
Tower Bridge Advisors
Pennsylvania
$330K -$41.4K -500 -11%
DWM
571
Doyle Wealth Management
Florida
$330K
TF
572
Tompkins Financial
New York
$330K +$228K +2,755 +223%
HCM
573
Hutchinson Capital Management
California
$326K
DAC
574
Dividend Assets Capital
South Carolina
$322K -$53.7K -648 -14%
SCM
575
SOL Capital Management
Maryland
$322K