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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
CG
626
Colony Group
Massachusetts
$243K +$5.24K +63 +2%
WWM
627
Windsor Wealth Management
Indiana
$243K +$248K +2,981 New
WA
628
WESPAC Advisors
California
$242K -$257K -3,088 -51%
WB
629
WesBanco Bank
West Virginia
$240K
BOTW
630
Bank of the West
California
$238K
PP
631
Prudential plc
United Kingdom
$237K
SWA
632
SFMG Wealth Advisors
Texas
$236K
P
633
Pitcairn
Pennsylvania
$236K +$241K +2,898 New
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K
BSW
635
Buckingham Strategic Wealth
Missouri
$230K -$1.16K -14 -0.5%
ARMT
636
Amica Retiree Medical Trust
Rhode Island
$229K
GCA
637
Gideon Capital Advisors
New York
$225K +$230K +2,768 New
Luther King Capital Management (LKCM)
638
Luther King Capital Management (LKCM)
Texas
$222K +$227K +2,730 New
AHB
639
Abner Herrman & Brock
New Jersey
$220K -$6.73K -81 -3%
IAA
640
Independent Advisor Alliance
North Carolina
$220K +$416 +5 +0.2%
GG
641
Gofen & Glossberg
Illinois
$220K +$224K +2,700 New
LIC
642
Lodestar Investment Counsel
Illinois
$218K -$1.83K -22 -0.8%
CCM
643
Coldstream Capital Management
Washington
$216K +$499 +6 +0.2%
FANJ
644
Financial Architects (New Jersey)
New Jersey
$215K -$5.65K -68 -3%
QCG
645
Quadrant Capital Group
Ohio
$214K
BRM
646
Boston Research & Management
Massachusetts
$213K -$16.6K -200 -7%
SPC
647
Sigma Planning Corp
Michigan
$212K +$12.2K +147 +6%
SWA
648
Sutton Wealth Advisors
Florida
$211K -$249 -3 -0.1%
AP
649
Atwood & Palmer
Missouri
$210K
RA
650
Rational Advisors
New York
$210K