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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Auxier Asset Management
Oregon
$3.47M -$31.7K -400 -1%
CAM
302
Close Asset Management
United Kingdom
$3.46M
SIM
303
Sentry Investment Management
Wisconsin
$3.4M
SLAM
304
Swiss Life Asset Management
$3.39M +$3.21M +40,557 New
LIA
305
LS Investment Advisors
Michigan
$3.38M -$65.4K -825 -2%
Creative Planning
306
Creative Planning
Kansas
$3.21M +$81.2K +1,024 +3%
SLI
307
Sumitomo Life Insurance
Japan
$3.06M -$70.8K -893 -2%
WBC
308
Westpac Banking Corp
Australia
$3.03M -$92.8K -1,171 -3%
PAM
309
Paradigm Asset Management
New York
$3M -$994K -12,540 -26%
SDIC
310
South Dakota Investment Council
South Dakota
$3M +$2.84M +35,800 New
SBWIC
311
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.99M -$38.4K -485 -1%
SG Americas Securities
312
SG Americas Securities
New York
$2.87M -$2.49M -31,457 -48%
HVIA
313
Hudson Valley Investment Advisors
New York
$2.85M +$84.7K +1,068 +3%
DC
314
Davenport & Co
Virginia
$2.76M -$55.5K -700 -2%
NEI
315
Northwest & Ethical Investments
Ontario, Canada
$2.75M -$61.8K -780 -2%
HI
316
Harrington Investments
California
$2.71M +$2.56M +32,297 New
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$2.68M
Nomura Holdings
318
Nomura Holdings
Japan
$2.68M -$1.47M -18,487 -37%
KRS
319
Kentucky Retirement Systems
Kentucky
$2.65M -$110K -1,393 -4%
CPIM
320
Columbia Partners Investment Management
Virginia
$2.63M -$507K -6,394 -17%
N
321
Nuveen
North Carolina
$2.6M -$42.1K -531 -2%
William Blair & Company
322
William Blair & Company
Illinois
$2.58M +$5.79K +73 +0.2%
FA
323
FDx Advisors
Illinois
$2.46M +$442K +5,580 +23%
Envestnet Asset Management
324
Envestnet Asset Management
Illinois
$2.46M -$196K -2,467 -8%
LPL Financial
325
LPL Financial
California
$2.46M +$896K +11,308 +63%