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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
DAC
851
Dividend Assets Capital
South Carolina
-$314K -3,800 Closed
SS
852
Simplicity Solutions
Minnesota
-$309K -3,740 Closed
GCA
853
Gideon Capital Advisors
New York
-$280K -3,386 Closed
GLA
854
Great Lakes Advisors
Illinois
-$279K -3,368 Closed
WIP
855
Wellesley Investment Partners
Massachusetts
-$264K -3,198 Closed
SPC
856
Sigma Planning Corp
Michigan
-$256K -3,092 Closed
LSAG
857
Lake Street Advisors Group
New Hampshire
-$249K -3,013 Closed
QAM
858
Quantres Asset Management
Cayman Islands
-$248K -3,000 Closed
HCM
859
Hengehold Capital Management
Ohio
-$244K -2,947 Closed
FIM
860
Freedom Investment Management
Connecticut
-$226K -2,668 Closed
IAA
861
Independent Advisor Alliance
North Carolina
-$214K -2,592 Closed
WA
862
Waverly Advisors
Alabama
-$211K -2,548 Closed
WCM
863
Wallace Capital Management
Texas
-$202K -2,443 Closed
AA
864
Ancora Advisors
Ohio
-$133K -1,600 Closed
EDRH
865
Edmond de Rothschild Holding
Switzerland
-$122K -1,476 Closed
CPH
866
C Partners Holding
Switzerland
-$115K -1,386 Closed
SWP
867
Stratos Wealth Partners
Ohio
-$75K -904 Closed
APP
868
Avantax Planning Partners
Iowa
-$57K -692 Closed
RMAM
869
Raab & Moskowitz Asset Management
New Jersey
-$55K -676 Closed
MUS
870
Mitsubishi UFJ Securities
Japan
-$52K -630 Closed
ICM
871
IMS Capital Management
Oregon
-$50K -600 Closed
SPIA
872
Steward Partners Investment Advisory
New York
-$47K -572 Closed
IP
873
Intellectus Partners
California
-$44K -531 Closed
GI
874
Gradient Investments
Minnesota
-$28.3K -340 -100%
TFS
875
TrustCore Financial Services
Tennessee
-$28K -337 Closed