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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
JCM
701
Jacobi Capital Management
Pennsylvania
$70K -$23.8K -286 -25%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$16.6K -200 -19%
CAW
703
Cornerstone Advisors (Washington)
Washington
$70K
VC
704
Vestor Capital
Illinois
$70K
WB
705
Webster Bank
Connecticut
$70K
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$69K +$71.2K +856 New
EMG
707
ETF Managers Group
New Jersey
$67K +$9.81K +118 +17%
CCM
708
Covington Capital Management
California
$66K
Simplex Trading
709
Simplex Trading
Illinois
$66K +$68.2K +820 New
SIAS
710
Shine Investment Advisory Services
Colorado
$65K
PMFA
711
Plante Moran Financial Advisors
Michigan
$63K +$32.2K +387 +101%
SC
712
Slow Capital
California
$63K +$64.5K +776 New
TL
713
TrueWealth LLC
Georgia
$59K +$60.1K +723 New
FGC
714
Financial Gravity Companies
Texas
$56K +$56.1K +675 New
MUS
715
Mitsubishi UFJ Securities
Japan
$51K +$25.8K +310 +97%
GWM
716
Geneos Wealth Management
Colorado
$50K -$119K -1,430 -70%
MFW
717
Mosaic Family Wealth
Missouri
$50K +$50.6K +609 New
IWM
718
IHT Wealth Management
Illinois
$45K +$45.5K +547 New
YWP
719
YorkBridge Wealth Partners
New York
$44K -$2.08K -25 -5%
IP
720
Intellectus Partners
California
$43K
IBOK
721
Independence Bank of Kentucky
Kentucky
$43K +$43.6K +525 New
PCTC
722
Perkins Coie Trust Company
Washington
$42K -$4.16K -50 -9%
KA
723
Kaizen Advisory
Illinois
$40K +$41.1K +494 New
SPIA
724
Steward Partners Investment Advisory
New York
$39K +$8.31K +100 +26%
GT
725
Greenleaf Trust
Michigan
$37K