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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
RB
601
Rodgers Brothers
Pennsylvania
$268K
AA
602
Apriem Advisors
California
$268K +$1.24K +15 +0.5%
MWM
603
Mission Wealth Management
California
$268K +$17K +205 +7%
CG
604
Colony Group
Massachusetts
$267K +$20.4K +246 +8%
LNB
605
Ledyard National Bank
$266K -$14.5K -175 -5%
WKWM
606
Walter & Keenan Wealth Management
Indiana
$264K
RW
607
REDW Wealth
New Mexico
$263K
SG
608
Strid Group
Pennsylvania
$263K
LA
609
Lau Associates
Delaware
$261K
CCM
610
Coldstream Capital Management
Washington
$261K +$42.4K +512 +19%
PLFAM
611
Pineno Levin & Ford Asset Management
Virginia
$258K
LJHT
612
Laurie J. Hall Trustee
$256K
S
613
SignatureFD
Georgia
$256K +$3.4K +41 +1%
RS
614
Robeco Schweiz
Switzerland
$256K +$58K +700 +29%
QSS
615
Quantitative Systematic Strategies
Florida
$254K +$255K +3,073 New
SPC
616
Sigma Planning Corp
Michigan
$252K +$37.2K +449 +17%
DHFB
617
Dixon Hubard Feinour & Brown
Virginia
$250K -$55.2K -666 -18%
MCM
618
Manchester Capital Management
Vermont
$249K
Voloridge Investment Management
619
Voloridge Investment Management
Florida
$249K +$250K +3,018 New
HS
620
HighVista Strategies
Massachusetts
$248K -$33.1K -400 -12%
CC
621
Colrain Capital
Massachusetts
$248K
CCG
622
Ceeto Capital Group
Florida
$248K
WSTAM
623
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$4.72K -57 -2%
STA
624
Summit Trail Advisors
New York
$246K +$44.7K +540 +13%
Mackenzie Financial
625
Mackenzie Financial
Ontario, Canada
$242K -$76.9M -928,313 -100%