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MRSH

Marsh

825 hedge funds and large institutions have $34.4B invested in Marsh in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

48% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 73

13% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $29.5M

4% more funds holding

Funds holding: 797825 (+28)

0.02% less ownership

Funds ownership: 87.34%87.32% (-0.02%)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.02B)

14% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 300

Holders
825
Holders Change
+28
Holders Change %
+3.51%
% of All Funds
18.38%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
108
Increased
259
Reduced
300
Closed
73
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
551
Itau Unibanco Holding S.A.
Brazil
$398K +$8.84K +106 +2%
PI
552
Putnam Investments
Massachusetts
$393K -$121K -1,450 -23%
WAM
553
Wealthspire Advisors (Maryland)
Maryland
$387K -$23.7K -284 -6%
SPC
554
Stewart & Patten Company
California
$387K
RIM
555
Rampart Investment Management
Connecticut
$386K -$3.42M -41,009 -89%
PWP
556
Personal Wealth Partners
Minnesota
$386K +$404K +4,844 New
IIC
557
Ironwood Investment Counsel
Arizona
$382K
HH
558
Hilltop Holdings
Texas
$380K -$13.3K -159 -3%
GCP
559
GSA Capital Partners
United Kingdom
$373K +$390K +4,674 New
MMHP
560
Murphy Middleton Hinkle & Parker
Georgia
$364K -$75K -900 -16%
MWM
561
Mission Wealth Management
California
$363K +$14.6K +175 +4%
LS
562
Livforsakringsbolaget Skandia
Sweden
$360K
CCG
563
Cypress Capital Group
Florida
$355K -$212K -2,544 -36%
SGCA
564
Steel Grove Capital Advisors
Tennessee
$339K +$27.8K +334 +9%
WSFS
565
Wilmington Savings Fund Society
Delaware
$336K +$8.5K +102 +2%
GI
566
GAMCO Investors
Connecticut
$331K
GRP
567
Global Retirement Partners
California
$331K +$29.8K +357 +9%
BAAM
568
Baker Avenue Asset Management
California
$326K -$15.4K -185 -4%
TCOV
569
Trust Company of Vermont
Vermont
$326K -$3.83K -46 -1%
AWA
570
Arete Wealth Advisors
Illinois
$326K +$341K +4,091 New
GCMG
571
Gyroscope Capital Management Group
Florida
$321K -$4.42K -53 -1%
TBA
572
Tower Bridge Advisors
Pennsylvania
$319K
Lido Advisors
573
Lido Advisors
California
$319K +$23.8K +286 +8%
PFS
574
Prospera Financial Services
Texas
$312K +$20.7K +248 +7%
PA
575
Parallel Advisors
California
$311K -$83.4K -1,000 -20%