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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
GT
651
Glenview Trust
Kentucky
$209K -$84K -1,011 -28%
IUHSA
652
Itau Unibanco Holding S.A.
Brazil
$209K +$26K +313 +14%
PNC
653
Park National Corp
Ohio
$208K
SFSIG
654
San Francisco Sentry Investment Group
California
$203K +$82.3K +990 +66%
RWA
655
Ropes Wealth Advisors
Massachusetts
$203K +$166K +2,000 +400%
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$202K +$202K +2,433 +4,771%
Mariner
657
Mariner
Kansas
$202K +$207K +2,487 New
BDWM
658
Brewin Dolphin Wealth Management
Ireland
$200K
RS
659
Robeco Schweiz
Switzerland
$197K
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$195K
WTC
661
WhitTier Trust Company
Nevada
$194K
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$193K -$6.15K -74 -3%
GWS
663
Glassman Wealth Services
Virginia
$192K +$1.91K +23 +1%
SC
664
SRB Corp
Massachusetts
$185K
JWA
665
JFS Wealth Advisors
Pennsylvania
$184K
AF
666
Advisornet Financial
Minnesota
$181K +$184K +2,218 New
IA
667
IFP Advisors
Florida
$180K -$94.5K -1,137 -34%
IWP
668
Icon Wealth Partners
Texas
$177K +$181K +2,173 New
CA
669
Calton & Associates
Florida
$176K +$177K +2,131 New
SIC
670
Salem Investment Counselors
North Carolina
$174K
GBT
671
Grove Bank & Trust
Florida
$166K +$4.24K +51 +3%
CFG
672
CKW Financial Group
Hawaii
$155K
Fuller & Thaler Asset Management
673
Fuller & Thaler Asset Management
California
$155K
Carson Wealth (CWM LLC)
674
Carson Wealth (CWM LLC)
Nebraska
$144K -$6.9K -83 -4%
VCM
675
Vigilant Capital Management
Maine
$142K -$66.5K -800 -31%