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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
OFW
776
Omnia Family Wealth
Florida
$6K -$8.04K -97 -57%
FAM
777
Fred Alger Management
New York
$6K
LWM
778
Lenox Wealth Management
Ohio
$6K
PGWM
779
Parisi Gray Wealth Management
New Jersey
$6K
FMB
780
Field & Main Bank
Kentucky
$6K +$6.21K +75 New
AF
781
Allworth Financial
California
$5K
FMP
782
Financial Management Professionals
Texas
$5K
WC
783
Whitnell & Co
Illinois
$5K
FEG
784
Financial Enhancement Group
Indiana
$5K +$4.8K +58 New
Nomura Holdings
785
Nomura Holdings
Japan
$4.11K -$767K -9,256 -16%
PW
786
Price Wealth
Texas
$4K -$3.73K -45 -50%
AWM
787
Avior Wealth Management
Nebraska
$4K -$3.31K -40 -43%
AWM
788
Aevitas Wealth Management
Massachusetts
$4K
DAM
789
Delta Asset Management
Tennessee
$4K
NSIM
790
North Star Investment Management
Illinois
$4K
OC
791
Oakworth Capital
Alabama
$4K
HIM
792
Hillsdale Investment Management
Ontario, Canada
$4K +$414 +5 +11%
SIM
793
Sonora Investment Management
Arizona
$3.96K
FIB
794
First Interstate Bank
Montana
$3K
LFA
795
Legacy Financial Advisors
Kentucky
$3K
MCM
796
Mainstay Capital Management
Michigan
$3K
FHA
797
First Horizon Advisors
Tennessee
$3K +$580 +7 +23%
JAM
798
JCIC Asset Management
Ontario, Canada
$3K +$2.57K +31 New
MIFH
799
Migdal Insurance & Financial Holdings
Israel
$3K +$2.82K +34 New
SFM
800
Signet Financial Management
New Jersey
$3K +$2.98K +36 New