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MRSH

Marsh

729 hedge funds and large institutions have $29.5B invested in Marsh in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

8% more funds holding

Funds holding: 674729 (+55)

10% more call options, than puts

Call options by funds: $31M | Put options by funds: $28.3M

1% more capital invested

Capital invested by funds: $29.3B → $29.5B (+$233M)

0.04% less ownership

Funds ownership: 84.81%84.77% (-0.04%)

1% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 249

Holders
729
Holders Change
+55
Holders Change %
+8.16%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
247
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
301
IBM Retirement Fund
New York
$3.46M -$24.9K -371 -0.8%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$3.38M +$40.2K +599 +1%
RBA
303
Richard Bernstein Advisors
New York
$3.38M
Caisse de Depot et Placement du Quebec (CDPQ)
304
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.28M -$724K -10,800 -18%
WAM
305
World Asset Management
Michigan
$3.27M -$285K -4,257 -8%
SWM
306
Segment Wealth Management
Texas
$3.25M +$26.2K +391 +0.8%
CPIM
307
Columbia Partners Investment Management
Virginia
$3.21M +$3.19M +47,555 New
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$3.19M +$116K +1,724 +4%
TG
309
TCW Group
California
$3.15M +$562K +8,377 +22%
OI
310
Oakbrook Investments
Illinois
$3.15M -$872K -13,000 -22%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$3.11M +$438K +6,529 +17%
CAM
312
Capstone Asset Management
Texas
$3.1M -$13.4K -200 -0.4%
GA
313
Geneva Advisors
Illinois
$3M +$110K +1,639 +4%
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$2.98M -$2.2M -32,850 -43%
AAM
315
Auxier Asset Management
Oregon
$2.98M -$231K -3,450 -7%
MAM
316
Meeder Asset Management
Ohio
$2.95M -$1.64M -24,391 -36%
CS
317
Candriam SCA
Luxembourg
$2.95M -$18.6K -277 -0.6%
Schroder Investment Management Group
318
Schroder Investment Management Group
United Kingdom
$2.95M +$1.13M +16,852 +63%
N
319
Natixis
France
$2.94M +$1.14M +17,023 +64%
V
320
Veritable
Delaware
$2.85M -$6.03K -90 -0.2%
VKH
321
Virtu KCG Holdings
New York
$2.82M -$831K -12,389 -23%
Creative Planning
322
Creative Planning
Kansas
$2.8M +$122K +1,816 +5%
RFCA
323
R&F Capital Advisors
New York
$2.8M +$2.77M +41,362 New
CAM
324
Close Asset Management
United Kingdom
$2.79M +$2.76M +41,217 New
LIA
325
LS Investment Advisors
Michigan
$2.78M -$62.3K -929 -2%