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MRSH

Marsh

608 hedge funds and large institutions have $26.8B invested in Marsh in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24.8B → $26.8B (+$1.94B)

1% more funds holding

Funds holding: 602608 (+6)

0.87% more ownership

Funds ownership: 86.01%86.88% (+0.87%)

6% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 222

28% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $28.4M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
62
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
426
Dodge & Cox
California
$478K
AA
427
ALPS Advisors
Colorado
$478K +$440K +7,864 New
FWCM
428
Ferguson Wellman Capital Management
Oregon
$473K
OC
429
Oppenheimer & Co
New York
$470K
TH
430
TCTC Holdings
Texas
$470K
RL
431
Ruffer LLP
United Kingdom
$460K -$43.4K -775 -9%
SLAM
432
Swiss Life Asset Management
$448K +$413K +7,374 New
BAM
433
Burnham Asset Management
New York
$431K -$28K -500 -7%
EWM
434
Evercore Wealth Management
New York
$430K
SF
435
Synovus Financial
Georgia
$427K +$152K +2,716 +63%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$423K +$43K +767 +12%
TRIM
437
Thompson Rubinstein Investment Management
Oregon
$417K
QI
438
QS Investors
New York
$415K -$28.9K -516 -7%
SCM
439
Shelton Capital Management
Colorado
$415K +$84K +1,500 +28%
BTW
440
Boston Trust Walden
Massachusetts
$401K
DSC
441
Duncker Streett & Co
Missouri
$401K
CCA
442
Checchi Capital Advisers
California
$399K +$43.3K +773 +13%
CC
443
Colrain Capital
Massachusetts
$395K -$339K -6,060 -48%
NCM
444
Noesis Capital Mangement
Florida
$394K
BWAM
445
Boyd Watterson Asset Management
Ohio
$384K -$631K -11,271 -64%
DLA
446
Douglas Lane & Associates
New York
$384K +$353K +6,309 New
BAAM
447
Baker Avenue Asset Management
California
$366K +$9.02K +161 +3%
BC
448
Bartlett & Co
Ohio
$365K
NRS
449
Neville Rodie & Shaw
New York
$365K
CAAS
450
Capital Asset Advisory Services
Michigan
$364K +$335K +5,982 New