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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
CHP
751
Cable Hill Partners
Oregon
$18K
EARNEST Partners
752
EARNEST Partners
Georgia
$18K
AS
753
Altshuler Shaham
Israel
$17K -$2.15K -26 -11%
SC
754
Slow Capital
California
$16K -$48.5K -585 -75%
AOWM
755
Alpha Omega Wealth Management
Virginia
$15K
RFM
756
Royal Fund Management
Florida
$14K
BFEC
757
Benjamin F. Edwards & Company
Missouri
$13K
SQA
758
Simon Quick Advisors
New Jersey
$13K +$3.15K +38 +33%
RFA
759
Reilly Financial Advisors
California
$13K +$12.6K +152 New
LF
760
Lee Financial
Texas
$13K +$13.3K +161 New
WIM
761
Westside Investment Management
California
$12.6K
DBT
762
Dubuque Bank & Trust
Iowa
$12K -$5.3K -64 -31%
BBA
763
Braun-Bostich & Associates
Pennsylvania
$11K
NC
764
NewSquare Capital
Pennsylvania
$11K
THWM
765
Taylor Hoffman Wealth Management
Virginia
$11K
MFBTD
766
MB Financial Bank - Trust Department
Illinois
$10K -$331 -4 -3%
SGAM
767
Smith Group Asset Management
Texas
$10K
AWMS
768
Advocacy Wealth Management Services
Georgia
$9K
MRCM
769
M&R Capital Management
New Jersey
$9K
PFO
770
Pathstone Family Office
New Jersey
$9K +$8.86K +107 New
CCM
771
Cribstone Capital Management
Maine
$8K
PK
772
Pflug Koory
Nebraska
$8K
SCA
773
Stuart Chaussee & Associates
California
$8K
FMA
774
FNY Managed Accounts
New York
$8K +$7.29K +88 +489%
TIM
775
Tortoise Investment Management
New York
$7K