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MRSH

Marsh

808 hedge funds and large institutions have $35.4B invested in Marsh in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 40

13% more funds holding

Funds holding: 718808 (+90)

0.41% less ownership

Funds ownership: 85.82%85.41% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less capital invested

Capital invested by funds: $36.9B → $35.4B (-$1.41B)

23% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $29.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
808
Holders Change
+90
Holders Change %
+12.53%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
262
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
826
First Allied Advisory Services
California
-$209K -2,554 Closed
JFL
827
Jarislowsky, Fraser Ltd
Quebec, Canada
-$213K -2,553 Closed
EDRH
828
Edmond de Rothschild Holding
Switzerland
-$211K -2,514 Closed
FHB
829
First Hawaiian Bank
Hawaii
-$205K -2,443 Closed
SFSG
830
Stearns Financial Services Group
North Carolina
-$201K -2,401 Closed
BONST
831
Bank of Nova Scotia Trust
Ontario, Canada
-$131K -1,558 Closed
VNA
832
Valley National Advisers
Pennsylvania
-$122K -1,460 Closed
IR
833
Invictus RG
Bermuda
-$106K -1,267 Closed
ZB
834
Zions Bancorporation
Utah
-$77K -917 Closed
NFG
835
Next Financial Group
Texas
-$70K -836 Closed
PWM
836
Perigon Wealth Management
California
-$65K -776 Closed
AC
837
Alexandria Capital
Virginia
-$45K -532 Closed
KF
838
Krilogy Financial
Missouri
-$19K -225 Closed
MCIA
839
Mountain Capital Investment Advisors
Colorado
-$14K -164 Closed
PO
840
Private Ocean
California
-$8K -100 Closed
CB
841
Community Bank
New York
-$8K -93 Closed
TDC
842
Thompson Davis & Co
Virginia
-$7K -83 Closed
CIM
843
Contravisory Investment Management
Massachusetts
-$4K -51 Closed
AIM
844
Advantage Investment Management
Iowa
-$3K -41 Closed
Twin Tree Management
845
Twin Tree Management
Texas
+$166 +2 New
MGIA
846
Moneta Group Investment Advisors
Missouri
+$499 +6 New