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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
PMFA
726
Plante Moran Financial Advisors
Michigan
$24K -$200K -2,361 -89%
AS
727
Altshuler Shaham
Israel
$24K +$20.8K +246 +547%
M
728
MOTCO
Texas
$23K
PFBT
729
Parkside Financial Bank & Trust
Missouri
$20K -$2.2K -26 -10%
CAC
730
Certified Advisory Corp
Florida
$20K -$85 -1 -0.4%
YWP
731
YorkBridge Wealth Partners
New York
$19K -$20.4K -241 -52%
CHP
732
Cable Hill Partners
Oregon
$18K -$1.02K -12 -5%
EARNEST Partners
733
EARNEST Partners
Georgia
$18K
HR
734
Howe & Rusling
New York
$17K +$15.8K +187 +1,100%
CFGS
735
Concourse Financial Group Securities
Alabama
$17K +$17.3K +204 New
AOWM
736
Alpha Omega Wealth Management
Virginia
$15K
JFA
737
JNBA Financial Advisors
Minnesota
$15K +$15.7K +185 New
RFM
738
Royal Fund Management
Florida
$14K
BFEC
739
Benjamin F. Edwards & Company
Missouri
$13K
HDIM
740
Hanson & Doremus Investment Management
Vermont
$13K
AF
741
Allworth Financial
California
$13K +$8.22K +97 +147%
AIM
742
Advantage Investment Management
Iowa
$13K +$13.3K +157 New
JG
743
Jefferies Group
New York
$13K +$13.3K +157 New
WIM
744
Westside Investment Management
California
$12.9K
MRCM
745
M&R Capital Management
New Jersey
$11K
NC
746
NewSquare Capital
Pennsylvania
$11K
THWM
747
Taylor Hoffman Wealth Management
Virginia
$11K
CQS
748
Credential Qtrade Securities
$10.9K +$11.2K +132 New
DBT
749
Dubuque Bank & Trust
Iowa
$10K -$1.69K -20 -14%
LFA
750
Legacy Financial Advisors
Kentucky
$10K +$5.76K +68 +111%