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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
AWMS
751
Advocacy Wealth Management Services
Georgia
$26K
WANY
752
Wealthspire Advisors (New York)
New York
$26K +$27.7K +332 New
NFG
753
Next Financial Group
Texas
$25K -$44K -528 -62%
TFO
754
Tarbox Family Office
California
$24K
TL
755
TrueWealth LLC
Georgia
$24K
NIT
756
NumerixS Investment Technologies
British Columbia, Canada
$24K +$25K +300 New
CC
757
Claybrook Capital
Massachusetts
$23K -$5.5K -66 -19%
WDL
758
Well Done LLC
Michigan
$23K +$23.7K +284 New
M
759
MOTCO
Texas
$22K
CFGS
760
Concourse Financial Group Securities
Alabama
$22K +$6.25K +75 +37%
LFA
761
Legacy Financial Advisors
Kentucky
$22K +$12.5K +150 +116%
BCA
762
Berman Capital Advisors
Georgia
$21K +$23.6K +283 New
ESB
763
Essex Savings Bank
Connecticut
$20K +$21K +252 New
CAC
764
Certified Advisory Corp
Florida
$18K -$2.17K -26 -11%
EARNEST Partners
765
EARNEST Partners
Georgia
$18K
YWP
766
YorkBridge Wealth Partners
New York
$18K
MWA
767
Meridian Wealth Advisors
Texas
$18K +$18.8K +225 New
STB
768
S&T Bank
Pennsylvania
$18K +$18.9K +227 New
CHP
769
Cable Hill Partners
Oregon
$17K
CIAS
770
Capital Investment Advisory Services
North Carolina
$17K +$17.6K +211 New
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$25.2K -302 -61%
FHA
772
First Horizon Advisors
Tennessee
$15K -$19K -228 -54%
AOWM
773
Alpha Omega Wealth Management
Virginia
$15K
FTI
774
Fiduciary Trust International
Massachusetts
$15K +$15.3K +184 New
AIM
775
Advantage Investment Management
Iowa
$13K