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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
EDRH
651
Edmond de Rothschild Holding
Switzerland
$122K -$75.5K -891 -38%
GLI
652
Guardian Life Insurance
New York
$118K +$1.95K +23 +2%
SAS
653
Stelac Advisory Services
New York
$118K +$121K +1,425 New
TG
654
TLP Group
Illinois
$116K +$24.6K +290 +26%
CPH
655
C Partners Holding
Switzerland
$115K -$109K -1,290 -48%
SLF
656
Sun Life Financial
Ontario, Canada
$115K +$1.35K +16 +1%
EMG
657
ETF Managers Group
New Jersey
$113K -$633K -7,471 -85%
SWM
658
SeaCrest Wealth Management
New York
$111K +$2.71K +32 +2%
DWM
659
Destination Wealth Management
California
$110K +$1.35K +16 +1%
KA
660
Kaizen Advisory
Illinois
$103K
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$101K -$19.1K -225 -16%
LPIC
662
LeJeune Puetz Investment Counsel
Michigan
$101K
HWA
663
Heritage Wealth Advisors
Virginia
$101K +$104K +1,229 New
JWA
664
JFS Wealth Advisors
Pennsylvania
$99K
OIA
665
OneDigital Investment Advisors
Kansas
$99K
SNT
666
Security National Trust
West Virginia
$94K -$17.7K -209 -15%
TWA
667
TCI Wealth Advisors
Arizona
$93K -$4.15K -49 -4%
Acadian Asset Management
668
Acadian Asset Management
Massachusetts
$92K
GEA
669
Glen Eagle Advisors
New Jersey
$91K -$42.4K -500 -31%
AIS
670
Accurate Investment Solutions
Pennsylvania
$87K
WTB
671
Washington Trust Bank
Washington
$85K -$41.1K -485 -32%
CFA
672
Carroll Financial Associates
North Carolina
$85K +$2.37K +28 +3%
FPFS
673
First Personal Financial Services
North Carolina
$85K +$8.39K +99 +11%
WWM
674
Willingdon Wealth Management
North Carolina
$84K +$1.61K +19 +2%
VFA
675
Valeo Financial Advisors
Indiana
$84K +$41K +484 +95%