We are live on ! Find out more
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
SIM
301
Sentry Investment Management
Wisconsin
$2.67M -$66.3K -990 -2%
Creative Planning
302
Creative Planning
Kansas
$2.67M +$1.86M +27,719 +233%
KRS
303
Kentucky Retirement Systems
Kentucky
$2.66M -$316K -4,717 -11%
Mirae Asset Global Investments
304
Mirae Asset Global Investments
South Korea
$2.65M +$105K +1,573 +4%
TG
305
TCW Group
California
$2.58M +$6.7K +100 +0.3%
CIM
306
Calvert Investment Management
Maryland
$2.54M +$40.7K +607 +2%
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$2.53M -$394K -5,887 -14%
SAM
308
Strategy Asset Managers
California
$2.45M +$2.44M +36,445 New
GP
309
Girard Partners
Pennsylvania
$2.42M +$414K +6,180 +21%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$2.41M +$50.2K +749 +2%
DC
311
Deere & Company
Illinois
$2.34M -$94.4K -1,410 -4%
BCM
312
Barometer Capital Management
Ontario, Canada
$2.33M -$3.26M -48,700 -58%
CBOA
313
Commonwealth Bank of Australia
Australia
$2.32M -$161K -2,400 -7%
DC
314
Davenport & Co
Virginia
$2.29M -$29.1K -434 -1%
Rafferty Asset Management
315
Rafferty Asset Management
New York
$2.26M -$1.52M -22,727 -40%
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$2.22M -$80.4K -1,200 -4%
SLI
317
Sumitomo Life Insurance
Japan
$2.22M -$187K -2,799 -8%
RFC
318
Regions Financial Corp
Alabama
$2.21M -$39.3K -586 -2%
QT
319
Quantbot Technologies
New York
$2.17M +$2.17M +32,339 New
Franklin Resources
320
Franklin Resources
California
$2.15M -$61.8K -922 -3%
BHWM
321
Bar Harbor Wealth Management
New Hampshire
$2.14M -$79.9K -1,193 -4%
WBC
322
Westpac Banking Corp
Australia
$2.12M +$6.76K +101 +0.3%
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$2.12M +$879K +13,126 +72%
PS
324
Pensionfund Sabic
Netherlands
$2.11M
EIM
325
Essex Investment Management
Massachusetts
$2.1M