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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
LC
601
Lourd Capital
California
$260K +$417 +5 +0.2%
RB
602
Rodgers Brothers
Pennsylvania
$259K
DI
603
Diligent Investors
California
$259K -$8.34K -100 -3%
NSAM
604
North Star Asset Management
Wisconsin
$259K
SG
605
Strid Group
Pennsylvania
$256K
MF
606
Magnetar Financial
Illinois
$256K +$268K +3,216 New
WKWM
607
Walter & Keenan Wealth Management
Indiana
$255K
RW
608
REDW Wealth
New Mexico
$254K
Jane Street
609
Jane Street
New York
$250K -$1.51M -18,132 -85%
Los Angeles Capital Management
610
Los Angeles Capital Management
California
$250K
PLFAM
611
Pineno Levin & Ford Asset Management
Virginia
$249K
MA
612
MANA Advisors
New York
$248K +$260K +3,114 New
CT
613
Cambridge Trust
Massachusetts
$247K
WSTAM
614
Wilbanks Smith & Thomas Asset Management
Virginia
$243K -$1.42K -17 -0.6%
MA
615
MUFG Americas
New York
$241K -$42K -504 -14%
DHFB
616
Dixon Hubard Feinour & Brown
Virginia
$241K
BSW
617
Buckingham Strategic Wealth
Missouri
$241K +$16.3K +196 +7%
CCG
618
Ceeto Capital Group
Florida
$239K
CC
619
Colrain Capital
Massachusetts
$239K
WWM
620
Western Wealth Management
Colorado
$239K +$248K +2,978 New
CAG
621
Csenge Advisory Group
Florida
$237K +$7.25K +87 +3%
AF
622
Advisornet Financial
Minnesota
$234K +$54.8K +657 +29%
GT
623
Greenleaf Trust
Michigan
$234K +$244K +2,930 New
SWA
624
SFMG Wealth Advisors
Texas
$233K +$1.75K +21 +0.7%
WFPG
625
Waller Financial Planning Group
Ohio
$233K +$244K +2,926 New