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MRSH

Marsh

825 hedge funds and large institutions have $34.4B invested in Marsh in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

48% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 73

13% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $29.5M

4% more funds holding

Funds holding: 797825 (+28)

0.02% less ownership

Funds ownership: 87.34%87.32% (-0.02%)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.02B)

14% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 300

Holders
825
Holders Change
+28
Holders Change %
+3.51%
% of All Funds
18.38%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
108
Increased
259
Reduced
300
Closed
73
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
726
Proficio Capital Partners
Massachusetts
$42K +$1.42K +17 +3%
PCTC
727
Perkins Coie Trust Company
Washington
$41K
VIM
728
Veritas Investment Management
United Kingdom
$40K -$1.05M -12,642 -96%
BWM
729
Baystate Wealth Management
Massachusetts
$40K +$39K +468 +4,680%
FC
730
Ferris Capital
Massachusetts
$38K
GWM
731
Geneos Wealth Management
Colorado
$38K +$834 +10 +2%
SCM
732
Silvant Capital Management
Georgia
$35K
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$35K +$1.58K +19 +5%
GT
734
Glenmede Trust
Pennsylvania
$35K +$34.8M +416,988 +1,954%
AW
735
Alpha Windward
Massachusetts
$34K -$167 -2 -0.5%
AC
736
Avestar Capital
New York
$34K +$5.75K +69 +16%
ASN
737
Advisory Services Network
Georgia
$32K -$6.09K -73 -15%
GAM
738
Gemmer Asset Management
California
$32K
IBOK
739
Independence Bank of Kentucky
Kentucky
$32K
MFW
740
Mosaic Family Wealth
Missouri
$32K
RTC
741
Riverview Trust Company
Washington
$32K +$33.3K +400 New
OC
742
Oakworth Capital
Alabama
$31K
Schroder Investment Management Group
743
Schroder Investment Management Group
United Kingdom
$30.2K +$2.31M +27,649 +8%
PFBT
744
Parkside Financial Bank & Trust
Missouri
$30K +$11.7K +140 +58%
W
745
WealthOne
New York
$29K +$29.9K +359 New
BL
746
Balentine LLC
Georgia
$27K
BWM
747
BerganKDV Wealth Management
Minnesota
$27K
PMFA
748
Plante Moran Financial Advisors
Michigan
$27K +$3.08K +37 +13%
HR
749
Howe & Rusling
New York
$27K +$11.3K +136 +67%
Lazard Asset Management
750
Lazard Asset Management
New York
$26K -$3.59M -43,060 -99%