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MRSH

Marsh

794 hedge funds and large institutions have $35.8B invested in Marsh in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 298 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 262

6% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $36.3M

0.7% more ownership

Funds ownership: 85.74%86.43% (+0.7%)

0% less capital invested

Capital invested by funds: $35.9B → $35.8B (-$138M)

3% less funds holding

Funds holding: 815794 (-21)

24% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 66

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
794
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
298
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
751
Centaurus Financial
California
$8K +$7.67K +94 New
LYV
752
Live Your Vision
Pennsylvania
$8K +$8.16K +100 New
TIM
753
Tortoise Investment Management
New York
$7K
MFBTD
754
MB Financial Bank - Trust Department
Illinois
$6K -$4.41K -54 -43%
FMB
755
Field & Main Bank
Kentucky
$6K
FAM
756
Fred Alger Management
New York
$6K
LWM
757
Lenox Wealth Management
Ohio
$6K
OFW
758
Omnia Family Wealth
Florida
$6K
PGWM
759
Parisi Gray Wealth Management
New Jersey
$6K
AIL
760
AGF Investments LLC
Ontario, Canada
$5.26K -$483K -5,914 -8%
AF
761
Allworth Financial
California
$5K
FEG
762
Financial Enhancement Group
Indiana
$5K
FMP
763
Financial Management Professionals
Texas
$5K
WC
764
Whitnell & Co
Illinois
$5K
HIM
765
Hillsdale Investment Management
Ontario, Canada
$5K +$408 +5 +10%
LFA
766
Legacy Financial Advisors
Kentucky
$5K +$1.47K +18 +42%
CA
767
Centerpoint Advisors
Massachusetts
$5K +$4.49K +55 New
KL
768
KWMG LLC
Kansas
$5K +$4.65K +57 New
AS
769
Altshuler Shaham
Israel
$4K -$12.8K -157 -78%
AWM
770
Aevitas Wealth Management
Massachusetts
$4K
DAM
771
Delta Asset Management
Tennessee
$4K
NSIM
772
North Star Investment Management
Illinois
$4K
SIM
773
Sonora Investment Management
Arizona
$4K
CDIA
774
Capital Directions Investment Advisors
Georgia
$4K +$3.59K +44 New
CIA
775
CSat Investment Advisory
Michigan
$4K +$4K +49 New