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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
TWA
701
TCI Wealth Advisors
Arizona
$83K +$166 +2 +0.2%
EMG
702
ETF Managers Group
New Jersey
$77K +$9.78K +118 +14%
ZB
703
Zions Bancorporation
Utah
$76K +$76K +917 New
BFC
704
Bedel Financial Consulting
Indiana
$73K +$73.1K +883 New
CAW
705
Cornerstone Advisors (Washington)
Washington
$71K
VC
706
Vestor Capital
Illinois
$71K
WB
707
Webster Bank
Connecticut
$71K
VCM
708
Versant Capital Management
Arizona
$69K -$4.14K -50 -6%
JCM
709
Jacobi Capital Management
Pennsylvania
$69K
CCM
710
Covington Capital Management
California
$67K
SPIA
711
Steward Partners Investment Advisory
New York
$67K +$27.6K +333 +69%
SIAS
712
Shine Investment Advisory Services
Colorado
$66K
CIP
713
Convergence Investment Partners
Florida
$66K +$65.7K +793 New
APP
714
Avantax Planning Partners
Iowa
$66K +$66.7K +805 New
SSB
715
Sandy Spring Bank
Maryland
$61K -$11.6K -140 -16%
NIM
716
NuWave Investment Management
New Jersey
$56K +$51.3K +619 +983%
MUS
717
Mitsubishi UFJ Securities
Japan
$52K
GWM
718
Geneos Wealth Management
Colorado
$51K
MFW
719
Mosaic Family Wealth
Missouri
$50K
FC
720
Ferris Capital
Massachusetts
$46K +$46.5K +561 New
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$25.7K -310 -36%
IWM
722
IHT Wealth Management
Illinois
$44K
IP
723
Intellectus Partners
California
$44K
WPW
724
Winthrop Partners - WNY
New York
$43.2K +$44.4K +536 New
PCTC
725
Perkins Coie Trust Company
Washington
$42K