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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
WA
651
Waverly Advisors
Alabama
$210K -$354K -4,269 -63%
FHB
652
First Hawaiian Bank
Hawaii
$209K +$210K +2,534 New
RWA
653
Ropes Wealth Advisors
Massachusetts
$206K
EDRH
654
Edmond de Rothschild Holding
Switzerland
$205K +$206K +2,485 New
MPI
655
Mairs & Power Inc
Minnesota
$204K -$74.6K -900 -27%
PCG
656
Private Capital Group
Connecticut
$204K +$12.4K +150 +6%
BDWM
657
Brewin Dolphin Wealth Management
Ireland
$203K
WCM
658
Wallace Capital Management
Texas
$202K -$139K -1,678 -41%
WB
659
WesBanco Bank
West Virginia
$201K -$42.1K -508 -17%
SFSIG
660
San Francisco Sentry Investment Group
California
$200K -$5.8K -70 -3%
WTC
661
WhitTier Trust Company
Nevada
$198K +$1.82K +22 +0.9%
GWS
662
Glassman Wealth Services
Virginia
$194K -$1.16K -14 -0.6%
PCM
663
Prelude Capital Management
New York
$194K +$195K +2,354 New
FPFS
664
First Personal Financial Services
North Carolina
$191K -$156K -1,882 -45%
JWA
665
JFS Wealth Advisors
Pennsylvania
$187K
AF
666
Advisornet Financial
Minnesota
$181K -$1.99K -24 -1%
IA
667
IFP Advisors
Florida
$180K
RWP
668
RWA Wealth Partners
Massachusetts
$179K -$666K -8,039 -79%
OFS
669
Orrstown Financial Services
Pennsylvania
$178K +$48K +580 +37%
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$173K -$24.9K -300 -13%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$165K -$31.5K -380 -16%
IIC
672
Integrated Investment Consultants
Michigan
$162K +$162K +1,958 New
WAP
673
Wealthcare Advisory Partners
Pennsylvania
$158K +$74.1K +895 +88%
VCM
674
Vigilant Capital Management
Maine
$155K +$10.9K +131 +8%
CFG
675
CKW Financial Group
Hawaii
$154K