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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
Carson Wealth (CWM LLC)
676
Carson Wealth (CWM LLC)
Nebraska
$148K +$1.32K +16 +0.9%
PHK
677
Point72 Hong Kong
Hong Kong
$145K -$126K -1,526 -46%
CAPTRUST Financial Advisors
678
CAPTRUST Financial Advisors
North Carolina
$143K -$59.1K -714 -29%
C
679
Cerebellum
California
$143K +$144K +1,736 New
TAM
680
Tiverton Asset Management
Delaware
$133K -$276K -3,330 -67%
GEA
681
Glen Eagle Advisors
New Jersey
$132K -$1.1M -13,244 -89%
MCWS
682
McKinley Carter Wealth Services
West Virginia
$127K +$127K +1,536 New
CTC
683
Central Trust Company
Missouri
$119K -$3.31K -40 -3%
SNT
684
Security National Trust
West Virginia
$117K -$17.4K -210 -13%
FANJ
685
Financial Architects (New Jersey)
New Jersey
$116K -$103K -1,238 -47%
Fuller & Thaler Asset Management
686
Fuller & Thaler Asset Management
California
$116K -$41.4K -500 -26%
EA
687
Edge Advisors
Georgia
$112K -$12.6K -152 -10%
WTB
688
Washington Trust Bank
Washington
$111K
DWM
689
Destination Wealth Management
California
$108K +$109K +1,310 New
SWM
690
SeaCrest Wealth Management
New York
$102K -$1.99K -24 -2%
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
$101K +$9.61K +116 +10%
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$100K
CG
693
Cutler Group
California
$99K -$181K -2,186 -65%
OIA
694
OneDigital Investment Advisors
Kansas
$99K
GLI
695
Guardian Life Insurance
New York
$97K -$40.2K -485 -29%
TA
696
Townsend & Associates
Colorado
$96K +$8.62K +104 +10%
AP
697
Atwood & Palmer
Missouri
$89K -$124K -1,500 -58%
AIS
698
Accurate Investment Solutions
Pennsylvania
$87K
CFA
699
Carroll Financial Associates
North Carolina
$83K -$19.1K -230 -19%
WWM
700
Willingdon Wealth Management
North Carolina
$83K -$3.31K -40 -4%