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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
RFM
751
Royal Fund Management
Florida
$14K
OFW
752
Omnia Family Wealth
Florida
$14K +$8.06K +97 +131%
BFEC
753
Benjamin F. Edwards & Company
Missouri
$13K
HDIM
754
Hanson & Doremus Investment Management
Vermont
$13K
WIM
755
Westside Investment Management
California
$12.7K
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$12K
MFBTD
757
MB Financial Bank - Trust Department
Illinois
$11K
NC
758
NewSquare Capital
Pennsylvania
$11K
BBA
759
Braun-Bostich & Associates
Pennsylvania
$11K +$11.1K +133 New
THWM
760
Taylor Hoffman Wealth Management
Virginia
$11K +$11.1K +134 New
SGAM
761
Smith Group Asset Management
Texas
$10K
SQA
762
Simon Quick Advisors
New Jersey
$10K +$9.56K +115 New
MRCM
763
M&R Capital Management
New Jersey
$9K -$13.3K -160 -58%
AWMS
764
Advocacy Wealth Management Services
Georgia
$9K
QAM
765
QCI Asset Management
New York
$9K
VFA
766
Valeo Financial Advisors
Indiana
$9K +$2.24K +27 +35%
KJWM
767
Kiley Juergens Wealth Management
Washington
$9K +$9.89K +119 New
PK
768
Pflug Koory
Nebraska
$8K
SCA
769
Stuart Chaussee & Associates
California
$8K
CCM
770
Cribstone Capital Management
Maine
$8K +$8.31K +100 New
Group One Trading
771
Group One Trading
Illinois
$8K +$8.31K +100 New
AWM
772
Avior Wealth Management
Nebraska
$7K +$4.32K +52 +130%
FBT
773
First Bank & Trust
South Dakota
$7K +$6.65K +80 New
PCA
774
Providence Capital Advisors
North Carolina
$7K +$6.65K +80 New
SP
775
SWS Partners
Ohio
$7K +$7.07K +85 New