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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
PCP
726
Proficio Capital Partners
Massachusetts
$36K +$2.91K +35 +9%
MOS
727
MGO One Seven
Ohio
$36K +$36.7K +442 New
AC
728
Avestar Capital
New York
$36K +$43.7K +526 New
EFSCE
729
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$2.08K -25 -6%
GAM
730
Gemmer Asset Management
California
$33K
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$33K +$166 +2 +0.5%
GI
732
Gradient Investments
Minnesota
$28K +$28.3K +340 New
CC
733
Claybrook Capital
Massachusetts
$28K +$29.1K +350 New
TFS
734
TrustCore Financial Services
Tennessee
$27K +$27.8K +335 New
BWA
735
BDO Wealth Advisors
Florida
$25K +$25.9K +311 New
RPC
736
Rossmore Private Capital
Connecticut
$24.5K +$25K +301 New
NCM
737
Nelson Capital Management
California
$24K
TFO
738
Tarbox Family Office
California
$24K
BWP
739
Baldwin Wealth Partners
Massachusetts
$23K
AW
740
Alpha Windward
Massachusetts
$22K -$166 -2 -0.7%
UOTTAIMCU
741
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21K +$21.1K +254 New
GFP
742
Gryphon Financial Partners
Ohio
$20K +$20.4K +246 New
CHP
743
Cable Hill Partners
Oregon
$19K
PFBT
744
Parkside Financial Bank & Trust
Missouri
$19K +$1.83K +22 +11%
AS
745
Altshuler Shaham
Israel
$19K +$19K +228 New
CAC
746
Certified Advisory Corp
Florida
$19K +$20.5K +247 New
EARNEST Partners
747
EARNEST Partners
Georgia
$18K +$18.3K +220 New
DBT
748
Dubuque Bank & Trust
Iowa
$17K -$6.48K -78 -27%
LC
749
Landaas & Company
Wisconsin
$16K
AOWM
750
Alpha Omega Wealth Management
Virginia
$15K