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MRSH

Marsh

633 hedge funds and large institutions have $31.3B invested in Marsh in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $26.8B → $31.3B (+$4.54B)

14% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 207

4% more funds holding

Funds holding: 608633 (+25)

0.94% more ownership

Funds ownership: 86.88%87.82% (+0.94%)

21% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $33.7M

Holders
633
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
36
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
NG
401
NatWest Group
United Kingdom
$770K
FTIOP
402
Fiduciary Trust International of Pennsylvania
Pennsylvania
$752K +$18.4K +287 +3%
WA1
403
Wimmer Associates 1
California
$747K -$10.3K -160 -1%
1GA
404
1st Global Advisors
Texas
$742K -$128 -2 -0%
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$739K +$128K +2,000 +23%
Pacer Advisors
406
Pacer Advisors
Pennsylvania
$738K +$64.6K +1,006 +10%
AP
407
AHL Partners
United Kingdom
$724K +$68.3K +1,064 +11%
AP
408
Advisor Partners
California
$719K +$23.6K +368 +4%
AIP
409
Ameritas Investment Partners
Nebraska
$705K +$23.2K +361 +4%
PSUF
410
People's United Financial
Connecticut
$704K
WIC
411
Wilkins Investment Counsel
Massachusetts
$685K
HIM
412
Hermes Investment Management
United Kingdom
$675K
W
413
Wealthfront
California
$675K +$65K +1,013 +11%
WEC
414
Winslow Evans & Crocker
Massachusetts
$663K -$9.57K -149 -2%
DILH
415
Dai-ichi Life Holdings
Japan
$647K -$19.7K -307 -3%
SCM
416
Shelton Capital Management
Colorado
$638K +$161K +2,500 +37%
HCM
417
Howland Capital Management
Massachusetts
$628K -$9.63K -150 -2%
MA
418
MUFG Americas
New York
$625K -$19.3K -300 -3%
FT
419
Fiduciary Trust
Massachusetts
$601K -$43.3K -674 -7%
LOAME
420
Lombard Odier Asset Management (Europe)
United Kingdom
$594K +$557K +8,670 New
FNT
421
First National Trust
Pennsylvania
$590K +$5.07K +79 +0.9%
UCFA
422
United Capital Financial Advisors
Texas
$588K +$64 +1 +0%
ECM
423
Everence Capital Management
Indiana
$584K +$167K +2,600 +44%
RBC
424
Ronald Blue & Co
Georgia
$582K
TC
425
Toews Corporation
New Jersey
$582K +$546K +8,500 New