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MRSH

Marsh

808 hedge funds and large institutions have $35.4B invested in Marsh in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 40

13% more funds holding

Funds holding: 718808 (+90)

0.41% less ownership

Funds ownership: 85.82%85.41% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less capital invested

Capital invested by funds: $36.9B → $35.4B (-$1.41B)

23% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $29.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
808
Holders Change
+90
Holders Change %
+12.53%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
262
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
601
MYCIO Wealth Partners
Pennsylvania
$268K +$8.15K +98 +3%
PHK
602
Point72 Hong Kong
Hong Kong
$268K +$273K +3,287 New
NSAM
603
North Star Asset Management
Wisconsin
$265K -$20.8K -250 -7%
OWP
604
Obermeyer Wealth Partners
Colorado
$265K
RB
605
Rodgers Brothers
Pennsylvania
$265K
PM
606
Parametrica Management
Hong Kong
$265K +$270K +3,246 New
CPH
607
C Partners Holding
Switzerland
$264K +$270K +3,243 New
AA
608
Apriem Advisors
California
$263K +$1.25K +15 +0.5%
VCA
609
Verdence Capital Advisors
Maryland
$262K +$268K +3,225 New
SG
610
Strid Group
Pennsylvania
$261K
RW
611
REDW Wealth
New Mexico
$260K
WKWM
612
Walter & Keenan Wealth Management
Indiana
$260K
CCP
613
Corient Capital Partners
California
$258K +$2.41K +29 +0.9%
LA
614
Lau Associates
Delaware
$257K
WIP
615
Wellesley Investment Partners
Massachusetts
$256K
GC
616
Grimes & Company
Massachusetts
$256K +$262K +3,150 New
PLFAM
617
Pineno Levin & Ford Asset Management
Virginia
$254K +$260K +3,122 New
LJHT
618
Laurie J. Hall Trustee
$252K +$33.2K +400 +15%
S
619
SignatureFD
Georgia
$249K +$582 +7 +0.2%
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$22.7K -273 -8%
MWM
621
Mission Wealth Management
California
$248K -$2.83K -34 -1%
MCM
622
Manchester Capital Management
Vermont
$245K
CCG
623
Ceeto Capital Group
Florida
$244K
CC
624
Colrain Capital
Massachusetts
$244K
KFA
625
Kelleher Financial Advisors
New York
$243K