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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
676
Landaas & Company
Wisconsin
$17K +$15.9K +200 New
GEA
677
Glen Eagle Advisors
New Jersey
$16.3K
AOWM
678
Alpha Omega Wealth Management
Virginia
$16K
HDIM
679
Hanson & Doremus Investment Management
Vermont
$14K
MCIA
680
Mountain Capital Investment Advisors
Colorado
$14K
RFM
681
Royal Fund Management
Florida
$14K +$13.7K +173 New
BFEC
682
Benjamin F. Edwards & Company
Missouri
$13K
WIM
683
Westside Investment Management
California
$12.9K
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$12K
MFBTD
685
MB Financial Bank - Trust Department
Illinois
$11K
NC
686
NewSquare Capital
Pennsylvania
$11K
SGAM
687
Smith Group Asset Management
Texas
$10K -$2.38K -30 -20%
AWMS
688
Advocacy Wealth Management Services
Georgia
$9K
QAM
689
QCI Asset Management
New York
$9K
CB
690
Community Bank
New York
$8K
PK
691
Pflug Koory
Nebraska
$8K
PO
692
Private Ocean
California
$8K
SCA
693
Stuart Chaussee & Associates
California
$8K
TDC
694
Thompson Davis & Co
Virginia
$7K +$2.14K +27 +48%
VFA
695
Valeo Financial Advisors
Indiana
$7K +$6.18K +78 New
FAM
696
Fred Alger Management
New York
$6K -$4.04K -51 -43%
OFW
697
Omnia Family Wealth
Florida
$6K -$3.88K -49 -40%
AF
698
Allworth Financial
California
$6K
LWM
699
Lenox Wealth Management
Ohio
$6K
LA
700
Legacy Advisors
Pennsylvania
$6K +$6.34K +80 New