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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
GLI
676
Guardian Life Insurance
New York
$135K +$41.1K +494 +42%
SNT
677
Security National Trust
West Virginia
$132K -$6.15K -74 -4%
OFS
678
Orrstown Financial Services
Pennsylvania
$129K
EA
679
Edge Advisors
Georgia
$123K +$30.9K +372 +33%
CTC
680
Central Trust Company
Missouri
$120K -$4.99K -60 -4%
VCM
681
Virtue Capital Management
Tennessee
$113K +$115K +1,386 New
WTB
682
Washington Trust Bank
Washington
$109K
LA
683
Legacy Advisors
Pennsylvania
$108K +$104K +1,247 +1,559%
SWM
684
SeaCrest Wealth Management
New York
$102K +$104K +1,253 New
TF
685
Tompkins Financial
New York
$101K -$44.1K -530 -30%
CFA
686
Carroll Financial Associates
North Carolina
$100K -$5.65K -68 -5%
PMAM
687
Picton Mahoney Asset Management
Ontario, Canada
$98K -$299K -3,600 -75%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$98K
OIA
689
OneDigital Investment Advisors
Kansas
$98K +$99.9K +1,202 New
NO
690
Ninety One
South Africa
$93K
SLF
691
Sun Life Financial
Ontario, Canada
$91K -$222K -2,666 -70%
Acadian Asset Management
692
Acadian Asset Management
Massachusetts
$90K -$13.4K -161 -13%
TA
693
Townsend & Associates
Colorado
$86K +$88K +1,059 New
AIS
694
Accurate Investment Solutions
Pennsylvania
$85K
WWM
695
Willingdon Wealth Management
North Carolina
$85K +$3.33K +40 +4%
WAP
696
Wealthcare Advisory Partners
Pennsylvania
$83K
TWA
697
TCI Wealth Advisors
Arizona
$82K +$39.6K +476 +90%
BL
698
Balentine LLC
Georgia
$81K
VCM
699
Versant Capital Management
Arizona
$72K
SSB
700
Sandy Spring Bank
Maryland
$71K +$27.5K +331 +61%