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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
CIA
776
CSat Investment Advisory
Michigan
$5K +$508 +6 +12%
Rockefeller Capital Management
777
Rockefeller Capital Management
New York
$4K -$46.6K -550 -92%
DAM
778
Delta Asset Management
Tennessee
$4K
NSIM
779
North Star Investment Management
Illinois
$4K
AWM
780
Aevitas Wealth Management
Massachusetts
$4K +$85 +1 +2%
AWM
781
Avior Wealth Management
Nebraska
$3K
JAM
782
JCIC Asset Management
Ontario, Canada
$3K
MCM
783
Mainstay Capital Management
Michigan
$3K
SFM
784
Signet Financial Management
New Jersey
$3K
OFW
785
Omnia Family Wealth
Florida
$2K -$4.15K -49 -66%
SFG
786
SevenBridge Financial Group
Pennsylvania
$2K
TFA
787
Toth Financial Advisory
Virginia
$2K
VIA
788
Vantage Investment Advisors
Pennsylvania
$2K
FGAM
789
Financial Gravity Asset Management
Texas
$2K +$339 +4 +27%
FRA
790
Front Row Advisors
California
$1.04K -$8.98K -106 -0.8%
BWM
791
Baystate Wealth Management
Massachusetts
$1K
GWA
792
Guidant Wealth Advisors
Illinois
$1K
LFG
793
LifePlan Financial Group
Ohio
$1K
FPB
794
First PREMIER Bank
South Dakota
$1K +$1.1K +13 New
ACM
795
Advent Capital Management
New York
$1K +$1.27K +15 New
WKWM
796
Walter & Keenan Wealth Management
Indiana
$265
Renaissance Technologies
797
Renaissance Technologies
New York
-$21.6M -262,900 Closed
JIM
798
Jupiter Investment Management
United Kingdom
-$13.2M -161,138 Closed
TMAM
799
Tokio Marine Asset Management
Japan
-$11.3M -137,413 Closed
Two Sigma Investments
800
Two Sigma Investments
New York
-$9.16M -111,729 Closed