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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
CIA
801
CSat Investment Advisory
Michigan
$6K +$1.5K +18 +33%
FEG
802
Financial Enhancement Group
Indiana
$5K
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +60 New
VNA
804
Valley National Advisers
Pennsylvania
$5K +$5.42K +65 New
EWM
805
Executive Wealth Management
Michigan
$5K +$5.67K +68 New
PWM
806
PRW Wealth Management
Massachusetts
$5K +$6.59K +79 New
CA
807
Centerpoint Advisors
Massachusetts
$4K
DAM
808
Delta Asset Management
Tennessee
$4K
NSIM
809
North Star Investment Management
Illinois
$4K
HIM
810
Hillsdale Investment Management
Ontario, Canada
$3K -$1.67K -20 -36%
ME
811
McIlrath & Eck
Washington
$3K +$3.08K +37 New
CIM
812
Contravisory Investment Management
Massachusetts
$3K +$3.42K +41 New
JAM
813
JCIC Asset Management
Ontario, Canada
$2K
OFW
814
Omnia Family Wealth
Florida
$2K
SFG
815
SevenBridge Financial Group
Pennsylvania
$2K
TFA
816
Toth Financial Advisory
Virginia
$2K
GWMIA
817
Global Wealth Management Investment Advisory
Florida
$2K +$1.83K +22 New
JIR
818
James Investment Research
Ohio
$2K +$2K +24 New
JCM
819
Julex Capital Management
Massachusetts
$2K +$2.25K +27 New
LFG
820
LifePlan Financial Group
Ohio
$1K
FCA
821
FinTrust Capital Advisors
South Carolina
$1K +$1.17K +14 New
FGC
822
Financial Gravity Companies
Texas
$1K +$1.33K +16 New
IVA
823
International Value Advisers
-$47.5M -573,914 Closed
DSA
824
Davis Selected Advisers
Arizona
-$25.8M -311,328 Closed
ESCM
825
Echo Street Capital Management
New York
-$20.4M -246,979 Closed