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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
276
Northwestern Mutual Investment Management Company
Wisconsin
$3.45M +$2.1M +31,385 +158%
SAM
277
Securian Asset Management
Minnesota
$3.44M +$11.7K +174 +0.3%
RBA
278
Richard Bernstein Advisors
New York
$3.36M +$714K +10,660 +27%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$3.32M -$293K -4,371 -8%
IRF
280
IBM Retirement Fund
New York
$3.31M -$1.29M -19,306 -28%
Marshall Wace
281
Marshall Wace
United Kingdom
$3.23M +$3.22M +48,015 New
Stifel Financial
282
Stifel Financial
Missouri
$3.23M +$4.09K +61 +0.1%
SWM
283
Segment Wealth Management
Texas
$3.21M +$137K +2,049 +4%
AAM
284
Auxier Asset Management
Oregon
$3.2M -$87.1K -1,300 -3%
AB
285
Amalgamated Bank
New York
$3.13M +$2.08K +31 +0.1%
CAM
286
Capstone Asset Management
Texas
$3.1M +$178K +2,660 +6%
Commonwealth Equity Services
287
Commonwealth Equity Services
Massachusetts
$3.06M +$225K +3,356 +8%
Squarepoint
288
Squarepoint
New York
$3.04M +$3.03M +45,264 New
CS
289
Candriam SCA
Luxembourg
$2.96M +$210K +3,135 +8%
MLM
290
Mount Lucas Management
Pennsylvania
$2.95M +$2.94M +43,861 New
SBWIC
291
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.94M -$171K -2,550 -6%
UFF
292
USA Financial Formulas
Michigan
$2.91M +$2.89M +43,207 New
GA
293
Geneva Advisors
Illinois
$2.88M +$41.5K +620 +1%
V
294
Veritable
Delaware
$2.84M +$52.8K +789 +2%
LIA
295
LS Investment Advisors
Michigan
$2.83M -$224K -3,351 -7%
DL
296
Delta Lloyd
Netherlands
$2.82M
LMGAM
297
Liberty Mutual Group Asset Management
Massachusetts
$2.78M +$272K +4,066 +11%
CII
298
Capital International Inc
California
$2.78M -$188K -2,800 -6%
WG
299
Winton Group
United Kingdom
$2.74M +$2.73M +40,759 New
SEC
300
Seven Eight Capital
New York
$2.73M +$2.72M +40,560 New