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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
AA
626
Advisory Alpha
Michigan
$229K +$211K +2,532 New
DWT
627
Dorsey & Whitney Trust
South Dakota
$222K +$17.1K +205 +8%
GC
628
Gilbert & Cook
Iowa
$222K +$232K +2,786 New
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K -$12.1K -145 -5%
UR
630
USCA RIA
Texas
$220K
P
631
Pitcairn
Pennsylvania
$217K -$417 -5 -0.2%
CAPTRUST Financial Advisors
632
CAPTRUST Financial Advisors
North Carolina
$217K +$39.1K +469 +21%
BOTW
633
Bank of the West
California
$216K -$17.8K -214 -7%
AIA
634
Alera Investment Advisors
Illinois
$216K +$226K +2,714 New
BAS
635
Brown Advisory Securities
Maryland
$214K +$14.3K +172 +7%
PCM
636
Prelude Capital Management
New York
$213K +$147K +1,764 +194%
BRM
637
Boston Research & Management
Massachusetts
$208K
Verition Fund Management
638
Verition Fund Management
Connecticut
$208K +$217K +2,603 New
LCM
639
Landscape Capital Management
New Jersey
$207K -$746K -8,942 -78%
SWA
640
Sutton Wealth Advisors
Florida
$207K
JFL
641
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K
PNC
642
Park National Corp
Ohio
$204K
AHB
643
Abner Herrman & Brock
New Jersey
$204K +$3.92K +47 +2%
CCM
644
Coldstream Capital Management
Washington
$203K -$63.4K -761 -23%
LIC
645
Lodestar Investment Counsel
Illinois
$202K +$250 +3 +0.1%
WTC
646
WhitTier Trust Company
Nevada
$201K +$9.75K +117 +5%
BCI
647
Brinker Capital Investments
Pennsylvania
$200K -$83 -1 -0%
RWA
648
Ropes Wealth Advisors
Massachusetts
$199K
BDWM
649
Brewin Dolphin Wealth Management
Ireland
$196K
TF
650
Tompkins Financial
New York
$193K -$62.4K -748 -24%