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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
BAM
576
Bruderman Asset Management
New York
$322K +$323K +3,902 New
CBU
577
CIBC Bank USA
Illinois
$316K -$32.7K -395 -9%
RL
578
Ruffer LLP
United Kingdom
$315K
BAM
579
Belpointe Asset Management
Nevada
$313K -$12.2K -147 -4%
MGIA
580
Matthew Goff Investment Advisor
Texas
$313K
FMLI
581
Fukoku Mutual Life Insurance
Japan
$309K
CT
582
Cambridge Trust
Massachusetts
$306K -$31.6K -381 -9%
FB
583
Fulton Bank
Pennsylvania
$306K +$20.3K +245 +7%
Dodge & Cox
584
Dodge & Cox
California
$302K
JMFC
585
J.M. Forbes & Co
Massachusetts
$300K
WSFS
586
Wilmington Savings Fund Society
Delaware
$295K +$296K +3,573 New
VF
587
Virtu Financial
New York
$293K -$270K -3,263 -48%
ST
588
Sabal Trust
Florida
$292K +$293K +3,533 New
MA
589
MUFG Americas
New York
$291K -$2.57K -31 -0.9%
DI
590
Diligent Investors
California
$289K -$12.4K -150 -4%
CAG
591
Csenge Advisory Group
Florida
$286K +$7.54K +91 +3%
Verition Fund Management
592
Verition Fund Management
Connecticut
$285K +$286K +3,449 New
RMCM
593
Reynders McVeigh Capital Management
Massachusetts
$285K +$286K +3,450 New
LSAG
594
Lake Street Advisors Group
New Hampshire
$284K -$1.82K -22 -0.6%
VCM
595
Virtue Capital Management
Tennessee
$284K +$167K +2,020 +146%
CAI
596
Capital Advisors Inc
Oklahoma
$281K -$2.98K -36 -1%
AAM
597
Aureus Asset Management
Massachusetts
$279K -$157K -1,900 -36%
FHA
598
Flagship Harbor Advisors
Massachusetts
$277K +$83 +1 +0%
MWP
599
MYCIO Wealth Partners
Pennsylvania
$272K
NSAM
600
North Star Asset Management
Wisconsin
$268K