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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
QCG
651
Quadrant Capital Group
Ohio
$193K -$16.8K -201 -7%
GWS
652
Glassman Wealth Services
Virginia
$187K
IA
653
IFP Advisors
Florida
$184K -$42.1K -505 -18%
ARMT
654
Amica Retiree Medical Trust
Rhode Island
$182K
PCG
655
Private Capital Group
Connecticut
$178K -$417 -5 -0.2%
RMC
656
Resources Management Corp
Connecticut
$171K
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$167K
LNB
658
Ledyard National Bank
$160K
Carson Wealth (CWM LLC)
659
Carson Wealth (CWM LLC)
Nebraska
$155K +$11K +132 +7%
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$153K
CFG
661
CKW Financial Group
Hawaii
$152K
OFS
662
Orrstown Financial Services
Pennsylvania
$151K
APW
663
Acima Private Wealth
Virginia
$150K +$157K +1,881 New
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$143K -$5.5K -66 -4%
Twin Tree Management
665
Twin Tree Management
Texas
$142K +$148K +1,780 New
PHK
666
Point72 Hong Kong
Hong Kong
$138K +$134K +1,611 +1,401%
AAP
667
Arax Advisory Partners
Colorado
$119K -$4.92K -59 -4%
FIA
668
FNY Investment Advisers
New York
$119K +$125K +1,500 New
SAS
669
Stelac Advisory Services
New York
$114K
GLI
670
Guardian Life Insurance
New York
$114K +$500 +6 +0.4%
DWM
671
Doyle Wealth Management
Florida
$112K +$117K +1,400 New
FANJ
672
Financial Architects (New Jersey)
New Jersey
$111K -$16.8K -201 -13%
SLF
673
Sun Life Financial
Ontario, Canada
$111K +$167 +2 +0.1%
KA
674
Kaizen Advisory
Illinois
$108K +$9.59K +115 +9%
DWM
675
Destination Wealth Management
California
$104K -$1.33K -16 -1%