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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
SCM
576
SOL Capital Management
Maryland
$311K
HCM
577
Hutchinson Capital Management
California
$309K +$10.6K +127 +3%
MYIA
578
Mount Yale Investment Advisors
Colorado
$303K -$8.59K -103 -3%
MGIA
579
Matthew Goff Investment Advisor
Texas
$299K
Two Sigma Investments
580
Two Sigma Investments
New York
$298K +$311K +3,735 New
SWM
581
Stockman Wealth Management
Montana
$293K
CA
582
Commerzbank Aktiengesellschaft
Germany
$292K -$152K -1,818 -33%
Dodge & Cox
583
Dodge & Cox
California
$292K
TW
584
TrinityPoint Wealth
Connecticut
$292K +$305K +3,660 New
RL
585
Ruffer LLP
United Kingdom
$290K -$9.17K -110 -3%
JMFC
586
J.M. Forbes & Co
Massachusetts
$290K
NCM
587
Noesis Capital Mangement
Florida
$287K
LA
588
Lau Associates
Delaware
$281K +$30.7K +368 +12%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$278K +$584 +7 +0.2%
LJHT
590
Laurie J. Hall Trustee
$277K
FMLI
591
Fukoku Mutual Life Insurance
Japan
$274K
FHA
592
Flagship Harbor Advisors
Massachusetts
$272K -$14.3K -172 -5%
CAI
593
Capital Advisors Inc
Oklahoma
$271K
S
594
SignatureFD
Georgia
$271K +$8.09K +97 +3%
CBU
595
CIBC Bank USA
Illinois
$268K -$21.2K -254 -7%
FB
596
Fulton Bank
Pennsylvania
$266K -$17.1K -205 -6%
SFSIG
597
San Francisco Sentry Investment Group
California
$265K +$70.1K +841 +34%
MWP
598
MYCIO Wealth Partners
Pennsylvania
$263K
AA
599
Apriem Advisors
California
$263K +$1.25K +15 +0.5%
MCM
600
Manchester Capital Management
Vermont
$261K