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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
AS
876
Altshuler Shaham
Israel
-$24K -291 Closed
JFA
877
JNBA Financial Advisors
Minnesota
-$15K -185 Closed
RFM
878
Royal Fund Management
Florida
-$14K -173 Closed
WIM
879
Westside Investment Management
California
-$12.9K -155 Closed
DBT
880
Dubuque Bank & Trust
Iowa
-$10K -125 Closed
KJWM
881
Kiley Juergens Wealth Management
Washington
-$9K -120 Closed
PAMG
882
Patton Albertson Miller Group
Tennessee
-$9K -120 Closed
CCM
883
Cribstone Capital Management
Maine
-$8K -100 Closed
KF
884
Krilogy Financial
Missouri
-$8K -94 Closed
WC
885
Whitney & Co
New York
-$6K -69 Closed
FAM
886
Fred Alger Management
New York
-$6K -68 Closed
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
-$6K -67 Closed
KL
888
KWMG LLC
Kansas
-$5K -57 Closed
WC
889
Whitnell & Co
Illinois
-$5K -56 Closed
AWM
890
Aevitas Wealth Management
Massachusetts
-$4K -52 Closed
MCM
891
Mainstay Capital Management
Michigan
-$3K -40 Closed
AWM
892
Avior Wealth Management
Nebraska
-$3K -37 Closed
SFM
893
Signet Financial Management
New Jersey
-$3K -36 Closed
ACM
894
Advent Capital Management
New York
-$1K -15 Closed
FPB
895
First PREMIER Bank
South Dakota
-$1K -13 Closed
GWA
896
Guidant Wealth Advisors
Illinois
-$1K -12 Closed
LWM
897
Liberty Wealth Management
California
+$834 +10 New