We are live on ! Find out more
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
Capstone Investment Advisors
676
Capstone Investment Advisors
New York
$83K +$41.2K +486 +93%
CAW
677
Cornerstone Advisors (Washington)
Washington
$80K +$6.44K +76 +9%
CTC
678
Central Trust Company
Missouri
$78K +$678 +8 +0.9%
SWP
679
Stratos Wealth Partners
Ohio
$75K -$984K -11,617 -93%
PCM
680
Prelude Capital Management
New York
$75K +$76.8K +907 New
JCM
681
Jacobi Capital Management
Pennsylvania
$71K -$3.22K -38 -4%
VC
682
Vestor Capital
Illinois
$71K
WB
683
Webster Bank
Connecticut
$71K
BFC
684
Bedel Financial Consulting
Indiana
$70K
NFG
685
Next Financial Group
Texas
$70K +$71.7K +846 New
VCM
686
Versant Capital Management
Arizona
$68K -$1.1K -13 -2%
CCM
687
Covington Capital Management
California
$67K
SIAS
688
Shine Investment Advisory Services
Colorado
$67K
SSB
689
Sandy Spring Bank
Maryland
$58K
RWA
690
River Wealth Advisors
Pennsylvania
$58K +$2.29K +27 +4%
APP
691
Avantax Planning Partners
Iowa
$57K +$58.6K +692 New
RMAM
692
Raab & Moskowitz Asset Management
New Jersey
$55K +$57.3K +676 New
WA
693
WealthTrust-Arizona
Arizona
$53K +$13.9K +164 +34%
MUS
694
Mitsubishi UFJ Securities
Japan
$52K
ICM
695
IMS Capital Management
Oregon
$50K +$50.8K +600 New
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$9.49K +112 +24%
SPIA
697
Steward Partners Investment Advisory
New York
$47K -$2.46K -29 -5%
QAM
698
QCI Asset Management
New York
$46K +$47.1K +556 New
WPW
699
Winthrop Partners - WNY
New York
$44.3K
IP
700
Intellectus Partners
California
$44K