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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
WSTAM
601
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$1.44K +17 +0.6%
CAG
602
Csenge Advisory Group
Florida
$250K -$49.6K -586 -17%
DHFB
603
Dixon Hubard Feinour & Brown
Virginia
$250K
LSAG
604
Lake Street Advisors Group
New Hampshire
$249K -$51.6K -609 -17%
CCG
605
Ceeto Capital Group
Florida
$248K
CC
606
Colrain Capital
Massachusetts
$248K
QAM
607
Quantres Asset Management
Cayman Islands
$248K +$254K +3,000 New
SWA
608
SFMG Wealth Advisors
Texas
$245K
HCM
609
Hengehold Capital Management
Ohio
$244K +$250K +2,947 New
BOTW
610
Bank of the West
California
$241K -$2.12K -25 -0.9%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K
IA
612
IFP Advisors
Florida
$235K -$193K -2,276 -44%
BSW
613
Buckingham Strategic Wealth
Missouri
$234K +$5.93K +70 +3%
Envestnet Asset Management
614
Envestnet Asset Management
Illinois
$233K -$2.38M -28,112 -91%
UR
615
USCA RIA
Texas
$228K +$14K +165 +6%
FIM
616
Freedom Investment Management
Connecticut
$226K +$226K +2,668 New
P
617
Pitcairn
Pennsylvania
$225K +$847 +10 +0.4%
JFL
618
Jarislowsky, Fraser Ltd
Quebec, Canada
$218K
BRM
619
Boston Research & Management
Massachusetts
$216K
QCG
620
Quadrant Capital Group
Ohio
$216K
SWA
621
Sutton Wealth Advisors
Florida
$215K
IAA
622
Independent Advisor Alliance
North Carolina
$214K -$11.2K -132 -5%
PNC
623
Park National Corp
Ohio
$212K -$1.95K -23 -0.9%
DWT
624
Dorsey & Whitney Trust
South Dakota
$212K +$218K +2,572 New
BAS
625
Brown Advisory Securities
Maryland
$211K -$1.44K -17 -0.7%