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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
LPIC
676
LeJeune Puetz Investment Counsel
Michigan
$104K +$7.09K +85 +7%
SWM
677
SeaCrest Wealth Management
New York
$103K -$4.25K -51 -4%
HWA
678
Heritage Wealth Advisors
Virginia
$98K
CAM
679
Cresset Asset Management
Illinois
$98K +$102K +1,228 New
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$97K
JWA
681
JFS Wealth Advisors
Pennsylvania
$96K
OIA
682
OneDigital Investment Advisors
Kansas
$96K
NO
683
Ninety One
South Africa
$95K -$2.61M -31,331 -96%
TG
684
TLP Group
Illinois
$90K -$25.1K -301 -22%
SNT
685
Security National Trust
West Virginia
$89K -$1.67K -20 -2%
TWA
686
TCI Wealth Advisors
Arizona
$88K -$2K -24 -2%
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$88K
DWA
688
Dougherty Wealth Advisers
Minnesota
$88K +$82.2K +986 New
GEA
689
Glen Eagle Advisors
New Jersey
$87.7K
CAW
690
Cornerstone Advisors (Washington)
Washington
$85K +$7.59K +91 +9%
MOS
691
MGO One Seven
Ohio
$85K +$89.5K +1,073 New
AIS
692
Accurate Investment Solutions
Pennsylvania
$84K
KPW
693
Kore Private Wealth
New York
$84K +$88.1K +1,057 New
CFA
694
Carroll Financial Associates
North Carolina
$83K +$167 +2 +0.2%
FPFS
695
First Personal Financial Services
North Carolina
$82K
WTB
696
Washington Trust Bank
Washington
$82K
RA
697
Rational Advisors
New York
$81K +$76.4K +916 +881%
WWM
698
Willingdon Wealth Management
North Carolina
$80K -$1.58K -19 -2%
CCM
699
Covington Capital Management
California
$76K +$12K +144 +18%
VFA
700
Valeo Financial Advisors
Indiana
$74K -$5.09K -61 -6%