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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
WA
626
Waverly Advisors
Alabama
$211K
LIC
627
Lodestar Investment Counsel
Illinois
$210K +$254 +3 +0.1%
AHB
628
Abner Herrman & Brock
New Jersey
$208K -$7.2K -85 -3%
BCI
629
Brinker Capital Investments
Pennsylvania
$208K +$213K +2,512 +251,200%
RWA
630
Ropes Wealth Advisors
Massachusetts
$207K
SFSIG
631
San Francisco Sentry Investment Group
California
$205K +$4.83K +57 +2%
BDWM
632
Brewin Dolphin Wealth Management
Ireland
$203K
WCM
633
Wallace Capital Management
Texas
$202K
WTC
634
WhitTier Trust Company
Nevada
$198K
GWS
635
Glassman Wealth Services
Virginia
$194K
ARMT
636
Amica Retiree Medical Trust
Rhode Island
$188K -$45.6K -538 -19%
AF
637
Advisornet Financial
Minnesota
$188K -$1.69K -20 -0.9%
CAPTRUST Financial Advisors
638
CAPTRUST Financial Advisors
North Carolina
$186K -$43.6K -515 -19%
PCG
639
Private Capital Group
Connecticut
$184K -$2.88K -34 -2%
RMC
640
Resources Management Corp
Connecticut
$177K +$182K +2,150 New
MSFP
641
Mark Sheptoff Financial Planning
Connecticut
$174K
LNB
642
Ledyard National Bank
$166K -$104K -1,225 -38%
CFG
643
CKW Financial Group
Hawaii
$158K
WAP
644
Wealthcare Advisory Partners
Pennsylvania
$158K
OFS
645
Orrstown Financial Services
Pennsylvania
$156K
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$154K -$6.1K -72 -4%
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$150K +$1.95K +23 +1%
AA
648
Ancora Advisors
Ohio
$133K +$136K +1,600 New
FANJ
649
Financial Architects (New Jersey)
New Jersey
$131K +$18.6K +219 +16%
AAP
650
Arax Advisory Partners
Colorado
$129K +$28K +331 +27%