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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
PCP
701
Proficio Capital Partners
Massachusetts
$42K -$593 -7 -1%
PCTC
702
Perkins Coie Trust Company
Washington
$42K
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$4.24K -50 -9%
ASN
704
Advisory Services Network
Georgia
$40K -$3.22K -38 -7%
GWM
705
Geneos Wealth Management
Colorado
$39K -$11.7K -138 -22%
FC
706
Ferris Capital
Massachusetts
$39K -$7.37K -87 -16%
AW
707
Alpha Windward
Massachusetts
$36K -$2.96K -35 -7%
SCM
708
Silvant Capital Management
Georgia
$36K +$17.5K +207 +90%
BBA
709
Braun-Bostich & Associates
Pennsylvania
$36K +$25.5K +301 +226%
MFW
710
Mosaic Family Wealth
Missouri
$35K -$9.57K -113 -22%
FHA
711
First Horizon Advisors
Tennessee
$35K +$22.5K +266 +174%
GAM
712
Gemmer Asset Management
California
$34K
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$34K +$169 +2 +0.5%
IBOK
714
Independence Bank of Kentucky
Kentucky
$33K
AC
715
Avestar Capital
New York
$32K -$8.73K -103 -19%
OC
716
Oakworth Capital
Alabama
$32K
JA
717
JOYN Advisors
Georgia
$32K +$3.81K +45 +13%
CC
718
Claybrook Capital
Massachusetts
$29K
BWM
719
BerganKDV Wealth Management
Minnesota
$28K
GI
720
Gradient Investments
Minnesota
$28K
TFS
721
TrustCore Financial Services
Tennessee
$28K +$85 +1 +0.3%
BL
722
Balentine LLC
Georgia
$28K +$29.1K +344 New
AWMS
723
Advocacy Wealth Management Services
Georgia
$27K +$5.25K +62 +23%
TFO
724
Tarbox Family Office
California
$25K
TL
725
TrueWealth LLC
Georgia
$25K