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MRSH

Marsh

737 hedge funds and large institutions have $34B invested in Marsh in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

3% more funds holding

Funds holding: 719737 (+18)

5% more capital invested

Capital invested by funds: $32.5B → $34B (+$1.53B)

0.72% less ownership

Funds ownership: 85.39%84.67% (-0.72%)

12% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 275

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

46% less call options, than puts

Call options by funds: $27M | Put options by funds: $49.8M

Holders
737
Holders Change
+18
Holders Change %
+2.5%
% of All Funds
18.37%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
48
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
326
Mount Lucas Management
Pennsylvania
$2.57M +$6.42K +85 +0.3%
HVIA
327
Hudson Valley Investment Advisors
New York
$2.57M +$868K +11,500 +54%
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$2.5M +$22.7K +300 +0.9%
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$2.48M +$23.8K +315 +1%
N
330
Nuveen
North Carolina
$2.46M -$1.02M -13,447 -30%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$2.44M -$68.6K -908 -3%
TU
332
TDAM USA
Ontario, Canada
$2.42M -$5.42M -71,798 -70%
William Blair & Company
333
William Blair & Company
Illinois
$2.39M +$38.1K +504 +2%
EIM
334
Essex Investment Management
Massachusetts
$2.37M -$65.5K -868 -3%
LTI
335
Laffer Tengler Investments
Tennessee
$2.36M
MYAM
336
Meiji Yasuda Asset Management
Japan
$2.27M +$181K +2,400 +9%
VIM
337
Veritas Investment Management
United Kingdom
$2.2M
CCM
338
Coldstream Capital Management
Washington
$2.18M +$130K +1,728 +7%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$2.13M +$75.4K +998 +4%
RFC
340
Regions Financial Corp
Alabama
$2.12M -$202K -2,670 -9%
PAG
341
Private Advisor Group
New Jersey
$2.11M -$204K -2,699 -9%
NSEDCP
342
NJ State Employees Deferred Compensation Plan
New Jersey
$2.1M
DCM
343
Dupont Capital Management
Delaware
$2.09M +$516K +6,831 +34%
BE
344
Bonness Enterprises
District of Columbia
$2.09M
B
345
Barings
North Carolina
$2.05M -$1.84M -24,343 -48%
PS
346
Pensionfund Sabic
Netherlands
$2.03M
Nordea Investment Management
347
Nordea Investment Management
Sweden
$2.01M +$15.7K +208 +0.8%
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$1.98M -$284K -3,764 -13%
PP
349
Paloma Partners
Connecticut
$1.96M -$831K -11,007 -30%
KOCAA
350
Knights of Columbus Asset Advisors
Connecticut
$1.95M -$15.1K -200 -0.8%