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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
PHK
751
Point72 Hong Kong
Hong Kong
$10K +$9.74K +115 New
RA
752
Rational Advisors
New York
$9K -$228K -2,691 -96%
NIM
753
NuWave Investment Management
New Jersey
$9K -$220K -2,601 -96%
FLI
754
Family Legacy Inc
South Carolina
$9K
KJWM
755
Kiley Juergens Wealth Management
Washington
$9K +$85 +1 +0.8%
PAMG
756
Patton Albertson Miller Group
Tennessee
$9K +$10.2K +120 New
CCM
757
Cribstone Capital Management
Maine
$8K
PK
758
Pflug Koory
Nebraska
$8K
SCA
759
Stuart Chaussee & Associates
California
$8K
KF
760
Krilogy Financial
Missouri
$8K +$7.96K +94 New
SGAM
761
Smith Group Asset Management
Texas
$7K -$1.69K -20 -18%
TIM
762
Tortoise Investment Management
New York
$7K
AP
763
Atwood & Palmer
Missouri
$6K -$29.6K -350 -82%
FMB
764
Field & Main Bank
Kentucky
$6K
FAM
765
Fred Alger Management
New York
$6K
LWM
766
Lenox Wealth Management
Ohio
$6K
MFBTD
767
MB Financial Bank - Trust Department
Illinois
$6K
PGWM
768
Parisi Gray Wealth Management
New Jersey
$6K
PFGIA
769
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.68K +67 New
WC
770
Whitney & Co
New York
$6K +$5.84K +69 New
CA
771
Centerpoint Advisors
Massachusetts
$5K
FEG
772
Financial Enhancement Group
Indiana
$5K
HIM
773
Hillsdale Investment Management
Ontario, Canada
$5K
KL
774
KWMG LLC
Kansas
$5K
WC
775
Whitnell & Co
Illinois
$5K