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MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
Advisor Group
Arizona
$997K +$196K +2,739 +25%
DBIA
402
Dumont & Blake Investment Advisors
New Jersey
$976K +$2.14K +30 +0.2%
GHCM
403
Glen Harbor Capital Management
California
$963K -$351K -4,906 -27%
CI
404
Conning Inc
Connecticut
$958K -$2.86K -40 -0.3%
CIA
405
Choate Investment Advisors
Massachusetts
$954K
MSV
406
MN Services Vermogensbeheer
Netherlands
$950K +$27.8K +389 +3%
CC
407
ClearArc Capital
Ohio
$930K +$3.57K +50 +0.4%
FT
408
Fiduciary Trust
Massachusetts
$926K
CA
409
Commerzbank Aktiengesellschaft
Germany
$925K -$3.61M -50,490 -80%
Federated Hermes
410
Federated Hermes
Pennsylvania
$905K +$44.5K +623 +5%
1GA
411
1st Global Advisors
Texas
$896K -$2.21K -31 -0.3%
W
412
Wealthfront
California
$893K +$123K +1,726 +17%
SLAM
413
Swiss Life Asset Management
$886K -$123K -1,715 -13%
BTIS
414
BB&T Investment Services
North Carolina
$879K +$572K +7,999 +206%
AIP
415
Ameritas Investment Partners
Nebraska
$875K -$38.7K -542 -4%
UR
416
USCA RIA
Texas
$871K
AT
417
Arden Trust
Delaware
$871K +$128K +1,787 +18%
LPL Financial
418
LPL Financial
California
$868K -$238K -3,327 -22%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$865K +$160K +2,236 +24%
NC
420
Nicholas Company
Wisconsin
$857K -$114K -1,600 -12%
SF
421
Synovus Financial
Georgia
$840K +$54K +756 +7%
HI
422
Horizon Investments
North Carolina
$836K -$210K -2,936 -21%
Wealth Enhancement Advisory Services
423
Wealth Enhancement Advisory Services
Minnesota
$833K -$736K -10,298 -48%
TH
424
Timber Hill
Connecticut
$832K +$27.9K +391 +4%
NG
425
NatWest Group
United Kingdom
$831K