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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
LFG
801
LifePlan Financial Group
Ohio
$3K +$3.4K +41 New
SLF
802
Sun Life Financial
Ontario, Canada
$2.31K -$76.7K -926 -83%
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$10.4K -126 -85%
HR
804
Howe & Rusling
New York
$2K -$1.32K -16 -41%
TFA
805
Toth Financial Advisory
Virginia
$2K
VIA
806
Vantage Investment Advisors
Pennsylvania
$2K
AAP
807
Arax Advisory Partners
Colorado
$2K +$1.24K +15 +79%
FCAG
808
First Capital Advisors Group
New Jersey
$2K +$1.57K +19 New
FGC
809
Financial Gravity Companies
Texas
$1K -$54.6K -659 -98%
BWA
810
BDO Wealth Advisors
Florida
$1K -$24.9K -300 -96%
BWM
811
Baystate Wealth Management
Massachusetts
$1K
JA
812
JOYN Advisors
Georgia
$1K +$828 +10 New
FGAM
813
Financial Gravity Asset Management
Texas
$1K +$1.32K +16 New
Viking Global Investors
814
Viking Global Investors
Connecticut
-$39.3M -483,287 Closed
Balyasny Asset Management
815
Balyasny Asset Management
Illinois
-$25.8M -316,842 Closed
ASC
816
Atalanta Sosnoff Capital
New York
-$23M -282,500 Closed
Lord, Abbett & Co
817
Lord, Abbett & Co
New Jersey
-$21.3M -262,109 Closed
CCA
818
Canyon Capital Advisors
Texas
-$9.79M -120,323 Closed
QT
819
Quantbot Technologies
New York
-$6.88M -84,534 Closed
FQ
820
First Quadrant
California
-$5.27M -64,756 Closed
CG
821
Clinton Group
New York
-$4.67M -57,348 Closed
VIA
822
Virtus Investment Advisers
Connecticut
-$4.04M -49,613 Closed
BOH
823
Bank of Hawaii
Hawaii
-$3.85M -47,248 Closed
QC
824
Quadrature Capital
United Kingdom
-$3.32M -40,737 Closed
SEC
825
Seven Eight Capital
New York
-$3.12M -38,360 Closed