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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
MA
576
MUFG Americas
New York
$292K
RCAG
577
Rehmann Capital Advisory Group
Michigan
$288K +$1.95K +23 +0.7%
FMLI
578
Fukoku Mutual Life Insurance
Japan
$285K -$25.4K -300 -8%
CAI
579
Capital Advisors Inc
Oklahoma
$282K
GCA
580
Gideon Capital Advisors
New York
$280K +$287K +3,386 New
GLA
581
Great Lakes Advisors
Illinois
$279K +$35.5K +419 +14%
DI
582
Diligent Investors
California
$277K -$8.47K -100 -3%
S
583
SignatureFD
Georgia
$274K -$2.46K -29 -0.9%
CCM
584
Coldstream Capital Management
Washington
$274K +$45.2K +533 +19%
MWP
585
MYCIO Wealth Partners
Pennsylvania
$273K
AA
586
Apriem Advisors
California
$271K +$1.35K +16 +0.5%
LC
587
Lourd Capital
California
$270K +$276K +3,260 New
NSAM
588
North Star Asset Management
Wisconsin
$269K
RB
589
Rodgers Brothers
Pennsylvania
$269K
SG
590
Strid Group
Pennsylvania
$266K
WIP
591
Wellesley Investment Partners
Massachusetts
$264K -$9.32K -110 -3%
RW
592
REDW Wealth
New Mexico
$264K
MCM
593
Manchester Capital Management
Vermont
$263K
TF
594
Tompkins Financial
New York
$262K -$70.1K -827 -21%
LA
595
Lau Associates
Delaware
$261K
Los Angeles Capital Management
596
Los Angeles Capital Management
California
$259K -$25.4K -300 -9%
PLFAM
597
Pineno Levin & Ford Asset Management
Virginia
$258K
SPC
598
Sigma Planning Corp
Michigan
$256K -$72.3K -853 -22%
CT
599
Cambridge Trust
Massachusetts
$256K -$19.7K -233 -7%
LJHT
600
Laurie J. Hall Trustee
$253K