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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
PW
776
Price Wealth
Texas
$7K +$7.48K +90 New
TIM
777
Tortoise Investment Management
New York
$7K +$7.48K +90 New
FAM
778
Fred Alger Management
New York
$6K
LWM
779
Lenox Wealth Management
Ohio
$6K
PGWM
780
Parisi Gray Wealth Management
New Jersey
$6K +$6.07K +73 New
AF
781
Allworth Financial
California
$5K
FMP
782
Financial Management Professionals
Texas
$5K
OC
783
Oakworth Capital
Alabama
$5K
WC
784
Whitnell & Co
Illinois
$5K
NIM
785
NuWave Investment Management
New Jersey
$5K +$5.24K +63 New
NSIM
786
North Star Investment Management
Illinois
$4K -$83.1K -1,000 -95%
HIM
787
Hillsdale Investment Management
Ontario, Canada
$4K -$416 -5 -10%
DAM
788
Delta Asset Management
Tennessee
$4K
AWM
789
Aevitas Wealth Management
Massachusetts
$4K +$4.24K +51 New
SIM
790
Sonora Investment Management
Arizona
$3.91K +$3.99K +48 New
HR
791
Howe & Rusling
New York
$3K -$416 -5 -11%
FIB
792
First Interstate Bank
Montana
$3K
MCM
793
Mainstay Capital Management
Michigan
$3K +$3.33K +40 New
PFA
794
Pathway Financial Advisors
Vermont
$3K +$3.33K +40 New
LFA
795
Legacy Financial Advisors
Kentucky
$3K +$3.57K +43 New
Walleye Trading
796
Walleye Trading
New York
$2.31K +$1.29M +15,539 +121%
VIA
797
Vantage Investment Advisors
Pennsylvania
$2K
TFA
798
Toth Financial Advisory
Virginia
$2K +$1.91K +23 New
FHA
799
First Horizon Advisors
Tennessee
$2K +$2.58K +31 New
AAP
800
Arax Advisory Partners
Colorado
$1K