We are live on ! Find out more
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
SQA
776
Simon Quick Advisors
New Jersey
$3K -$8.65K -106 -69%
AWM
777
Avior Wealth Management
Nebraska
$3K -$1.23K -15 -29%
JAM
778
JCIC Asset Management
Ontario, Canada
$3K
MCM
779
Mainstay Capital Management
Michigan
$3K
SFM
780
Signet Financial Management
New Jersey
$3K
FIA
781
FNY Investment Advisers
New York
$3K +$3.35K +41 New
TFA
782
Toth Financial Advisory
Virginia
$2K
VIA
783
Vantage Investment Advisors
Pennsylvania
$2K
SFG
784
SevenBridge Financial Group
Pennsylvania
$2K +$1.63K +20 New
AA
785
Altman Advisors
Illinois
$1.91K +$1.23M +15,067 New
FRA
786
Front Row Advisors
California
$1.19K -$58.5K -716 -5%
LFG
787
LifePlan Financial Group
Ohio
$1K -$2.2K -27 -66%
HR
788
Howe & Rusling
New York
$1K -$490 -6 -26%
FGAM
789
Financial Gravity Asset Management
Texas
$1K -$82 -1 -6%
BWM
790
Baystate Wealth Management
Massachusetts
$1K
BWA
791
BDO Wealth Advisors
Florida
$1K
NA
792
NewEdge Advisors
Louisiana
$366 +$10.3K +126 +3%
CC
793
Carlson Capital
Texas
-$26.2M -317,106 Closed
H
794
Hexavest
Quebec, Canada
-$18.1M -219,379 Closed
SIA
795
Sit Investment Associates
Minnesota
-$14.5M -175,325 Closed
SC
796
Shellback Capital
Massachusetts
-$14.4M -174,800 Closed
GC
797
Gillson Capital
Illinois
-$14M -169,082 Closed
CM
798
Capital Management
Virginia
-$7.39M -89,446 Closed
OAC
799
OMERS Administration Corp
Ontario, Canada
-$7.02M -85,000 Closed
BPC
800
Banque Pictet & Cie
Switzerland
-$4.01M -48,560 Closed