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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
PCP
726
Proficio Capital Partners
Massachusetts
$42K +$6.05K +73 +17%
KA
727
Kaizen Advisory
Illinois
$41K
HDIM
728
Hanson & Doremus Investment Management
Vermont
$41K +$27.3K +330 +202%
VFA
729
Valeo Financial Advisors
Indiana
$38K +$29K +350 +333%
YWP
730
YorkBridge Wealth Partners
New York
$37K -$6.21K -75 -14%
MOS
731
MGO One Seven
Ohio
$37K
AC
732
Avestar Capital
New York
$36K -$1.49K -18 -3%
EFSCE
733
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
GAM
734
Gemmer Asset Management
California
$34K
JGIA
735
Jackson Grant Investment Advisers
Connecticut
$34K +$166 +2 +0.5%
PMFA
736
Plante Moran Financial Advisors
Michigan
$33K -$30.7K -371 -48%
IBOK
737
Independence Bank of Kentucky
Kentucky
$33K -$10.4K -125 -24%
CC
738
Claybrook Capital
Massachusetts
$29K
GI
739
Gradient Investments
Minnesota
$28K
TFS
740
TrustCore Financial Services
Tennessee
$28K +$83 +1 +0.3%
TL
741
TrueWealth LLC
Georgia
$25K -$35K -422 -58%
TFO
742
Tarbox Family Office
California
$25K
RCAG
743
Rehmann Capital Advisory Group
Michigan
$25K +$25K +302 New
BWP
744
Baldwin Wealth Partners
Massachusetts
$24K
WDL
745
Well Done LLC
Michigan
$24K +$24.4K +295 New
M
746
MOTCO
Texas
$23K +$22.9K +277 New
AW
747
Alpha Windward
Massachusetts
$22K -$414 -5 -2%
CAC
748
Certified Advisory Corp
Florida
$20K
GFP
749
Gryphon Financial Partners
Ohio
$20K
PFBT
750
Parkside Financial Bank & Trust
Missouri
$19K