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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
SWA
626
SFMG Wealth Advisors
Texas
$240K
WWM
627
Windsor Wealth Management
Indiana
$237K -$9.2K -111 -4%
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K
RA
629
Rational Advisors
New York
$236K +$22.9K +277 +11%
BOTW
630
Bank of the West
California
$234K -$7.37K -89 -3%
SWM
631
Stockman Wealth Management
Montana
$233K +$234K +2,820 New
ARMT
632
Amica Retiree Medical Trust
Rhode Island
$232K
Lido Advisors
633
Lido Advisors
California
$232K +$233K +2,814 New
BS
634
Banco Santander
Spain
$231K +$232K +2,796 New
CIBC World Market
635
CIBC World Market
Ontario, Canada
$230K +$231K +2,790 New
BSW
636
Buckingham Strategic Wealth
Missouri
$228K -$5.63K -68 -2%
P
637
Pitcairn
Pennsylvania
$225K -$13.8K -166 -6%
LIC
638
Lodestar Investment Counsel
Illinois
$225K +$3.56K +43 +2%
AHB
639
Abner Herrman & Brock
New Jersey
$223K
HW
640
Hancock Whitney
Mississippi
$222K -$13M -157,183 -98%
WIP
641
Wellesley Investment Partners
Massachusetts
$222K -$38.1K -460 -15%
CPH
642
C Partners Holding
Switzerland
$220K -$47.7K -576 -18%
PNC
643
Park National Corp
Ohio
$219K +$7.37K +89 +3%
IAA
644
Independent Advisor Alliance
North Carolina
$218K +$746 +9 +0.3%
VCA
645
Verdence Capital Advisors
Maryland
$217K -$49.1K -593 -18%
BRM
646
Boston Research & Management
Massachusetts
$216K
QCG
647
Quadrant Capital Group
Ohio
$216K +$83 +1 +0%
SWA
648
Sutton Wealth Advisors
Florida
$214K
ASN
649
Advisory Services Network
Georgia
$212K -$63.4K -765 -23%
BAS
650
Brown Advisory Securities
Maryland
$212K +$211K +2,549 New