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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
426
People's United Financial
Connecticut
$691K
HAG
427
HighPoint Advisor Group
Illinois
$686K -$502K -7,489 -43%
AT
428
Arden Trust
Delaware
$681K -$1.35M -20,081 -66%
SF
429
Synovus Financial
Georgia
$677K +$160K +2,384 +31%
WIC
430
Wilkins Investment Counsel
Massachusetts
$672K
HIM
431
Hermes Investment Management
United Kingdom
$663K
EP
432
Edgestream Partners
New Jersey
$663K +$660K +9,858 New
WEC
433
Winslow Evans & Crocker
Massachusetts
$651K
AG
434
Advisor Group
Arizona
$649K +$255K +3,800 +65%
QAM
435
Quantres Asset Management
Cayman Islands
$646K +$643K +9,600 New
LP
436
LMR Partners
United Kingdom
$638K -$454K -6,783 -42%
DILH
437
Dai-ichi Life Holdings
Japan
$636K
DSI
438
Daiwa SB Investments
Japan
$629K -$253K -3,770 -29%
SLAM
439
Swiss Life Asset Management
$628K +$626K +9,341 New
NCA
440
NCM Capital Advisers
North Carolina
$622K -$144K -2,143 -19%
CF
441
CenterStar Fund
Illinois
$621K
HCM
442
Howland Capital Management
Massachusetts
$616K
PAG
443
Private Advisor Group
New Jersey
$608K -$216K -3,231 -26%
SCM
444
Shelton Capital Management
Colorado
$607K -$20.1K -300 -3%
MA
445
MUFG Americas
New York
$596K -$18.1K -270 -3%
UCFA
446
United Capital Financial Advisors
Texas
$592K +$10.6K +158 +2%
DADC
447
D.A. Davidson & Co
Montana
$585K +$309K +4,606 +112%
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$583K
IPC
449
Independent Portfolio Consultants
Florida
$581K +$578K +8,635 New
FNT
450
First National Trust
Pennsylvania
$575K -$4.35K -65 -0.8%