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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
601
Stearns Financial Services Group
North Carolina
$201K -$47.5K -599 -20%
MSFP
602
Mark Sheptoff Financial Planning
Connecticut
$201K
RS
603
Robeco Schweiz
Switzerland
$201K +$39.6K +500 +26%
WTC
604
WhitTier Trust Company
Nevada
$199K
GWS
605
Glassman Wealth Services
Virginia
$196K
SC
606
SRB Corp
Massachusetts
$191K -$15.1K -190 -8%
JWA
607
JFS Wealth Advisors
Pennsylvania
$189K +$179K +2,259 New
SIC
608
Salem Investment Counselors
North Carolina
$180K -$13.6K -172 -7%
GWM
609
Geneos Wealth Management
Colorado
$172K +$11.4K +144 +8%
GBT
610
Grove Bank & Trust
Florida
$167K +$30.6K +386 +24%
IIC
611
Integrated Investment Consultants
Michigan
$164K -$27.5K -347 -15%
Fuller & Thaler Asset Management
612
Fuller & Thaler Asset Management
California
$159K -$63.4K -800 -30%
CFG
613
CKW Financial Group
Hawaii
$159K
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$156K +$6.5K +82 +5%
TF
615
Tompkins Financial
New York
$148K +$31.3K +395 +29%
SNT
616
Security National Trust
West Virginia
$142K -$1.19K -15 -0.9%
OFS
617
Orrstown Financial Services
Pennsylvania
$133K -$17.2K -217 -12%
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$131K +$123K +1,558 New
CTC
619
Central Trust Company
Missouri
$129K +$2.77K +35 +2%
SFSIG
620
San Francisco Sentry Investment Group
California
$126K +$117K +1,475 +5,086%
VNA
621
Valley National Advisers
Pennsylvania
$122K
WTB
622
Washington Trust Bank
Washington
$113K -$10.7K -135 -9%
CFA
623
Carroll Financial Associates
North Carolina
$109K +$159 +2 +0.2%
Acadian Asset Management
624
Acadian Asset Management
Massachusetts
$106K +$12.8K +161 +15%
IR
625
Invictus RG
Bermuda
$106K +$100K +1,267 New