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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
AIG
151
American International Group
New York
$16.1M +$720K +8,634 +4%
MNBTD
152
Moody National Bank Trust Division
Texas
$15.8M +$27K +324 +0.2%
Aviva
153
Aviva
United Kingdom
$15.3M -$4.54M -54,489 -22%
PP
154
Prudential plc
United Kingdom
$15.1M -$67.2K -806 -0.4%
Kayne Anderson Rudnick Investment Management
155
Kayne Anderson Rudnick Investment Management
California
$14.4M -$398K -4,772 -3%
MCTIC
156
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$14.1M +$12.5K +150 +0.1%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$14M +$14.4M +173,257 +6,140%
Truist Financial
158
Truist Financial
North Carolina
$14M -$3.2M -38,430 -18%
DP
159
Dundas Partners
United Kingdom
$14M
BFO
160
Boston Family Office
Massachusetts
$13.9M -$66.9K -802 -0.5%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$13.8M +$46.1K +553 +0.3%
AAM
162
Aureus Asset Management
Massachusetts
$13.5M +$563K +6,749 +4%
AAM
163
Advisors Asset Management
Colorado
$13.4M +$1.23M +14,789 +10%
DnB Asset Management
164
DnB Asset Management
Norway
$13.3M +$6.74M +80,860 +94%
SW
165
SVB Wealth
Massachusetts
$13.2M +$522K +6,257 +4%
Man Group
166
Man Group
United Kingdom
$13.2M +$2.29M +27,431 +20%
TIP
167
Torray Investment Partners
Maryland
$13M +$3.25K +39 +0%
VCM
168
Vigilant Capital Management
Maine
$12.8M +$338K +4,050 +3%
DILIC
169
Dai-ichi Life Insurance Company
Japan
$12.7M
BPB
170
Badgley, Phelps & Bell
Washington
$12.4M +$359K +4,303 +3%
SCM
171
Stevens Capital Management
Pennsylvania
$12.1M +$10.7M +128,507 +561%
PWAG
172
Polaris Wealth Advisory Group
California
$11.9M -$352K -4,217 -3%
GAM
173
Gotham Asset Management
New York
$11.9M +$7.93M +95,119 +176%
Citigroup
174
Citigroup
New York
$11.8M +$8.3M +99,552 +208%
DCM
175
Dupont Capital Management
Delaware
$11.6M +$8.43M +101,056 +227%