We are live on ! Find out more
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
AF
776
Allworth Financial
California
$13K
HDIM
777
Hanson & Doremus Investment Management
Vermont
$13K
SMG
778
Spectrum Management Group
Indiana
$13K +$13.3K +160 New
VanEck Associates
779
VanEck Associates
New York
$13K +$13.3K +160 New
AIM
780
Assured Investment Management
New York
$13K +$13.5K +162 New
BFEC
781
Benjamin F. Edwards & Company
Missouri
$12K
MRCM
782
M&R Capital Management
New Jersey
$11K
NC
783
NewSquare Capital
Pennsylvania
$11K
THWM
784
Taylor Hoffman Wealth Management
Virginia
$11K
CQS
785
Credential Qtrade Securities
$10.5K
CFA
786
Clarfeld Financial Advisors
New York
$10K +$10K +120 New
FNC
787
First National Corp
Massachusetts
$10K +$10K +120 New
FLI
788
Family Legacy Inc
South Carolina
$9K
PK
789
Pflug Koory
Nebraska
$8K
SCA
790
Stuart Chaussee & Associates
California
$8K
CA
791
Claro Advisors
Massachusetts
$8K +$7.59K +91 New
RCG
792
Ruggie Capital Group
Florida
$8K +$8.25K +99 New
SGAM
793
Smith Group Asset Management
Texas
$7K
TIM
794
Tortoise Investment Management
New York
$7K
PWMG
795
Prestige Wealth Management Group
New Jersey
$7K +$7.09K +85 New
WPW
796
Winthrop Partners - WNY
New York
$6.14K -$38.3K -459 -86%
AP
797
Atwood & Palmer
Missouri
$6K
LWM
798
Lenox Wealth Management
Ohio
$6K
MFBTD
799
MB Financial Bank - Trust Department
Illinois
$6K
PGWM
800
Parisi Gray Wealth Management
New Jersey
$6K