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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
AT
426
Arden Trust
Delaware
$901K -$17K -225 -2%
Federated Hermes
427
Federated Hermes
Pennsylvania
$883K -$69K -914 -7%
NG
428
NatWest Group
United Kingdom
$877K
AP
429
Advisor Partners
California
$875K +$295K +3,907 +53%
FTIOP
430
Fiduciary Trust International of Pennsylvania
Pennsylvania
$863K +$7.02K +93 +0.8%
CWM
431
Confluence Wealth Management
Oregon
$863K +$7.93K +105 +1%
ARTA
432
A.R.T. Advisors
New York
$849K +$823K +10,900 New
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$846K -$10.9K -145 -1%
WA1
434
Wimmer Associates 1
California
$839K +$76 +1 +0%
PSUF
435
People's United Financial
Connecticut
$801K
RWP
436
RWA Wealth Partners
Massachusetts
$793K
PI
437
Putnam Investments
Massachusetts
$783K -$9.66M -127,946 -93%
WIC
438
Wilkins Investment Counsel
Massachusetts
$780K
Jane Street
439
Jane Street
New York
$771K -$348K -4,615 -32%
HIM
440
Hermes Investment Management
United Kingdom
$769K +$745K +9,865 New
HAG
441
HighPoint Advisor Group
Illinois
$764K
GCA
442
Gideon Capital Advisors
New York
$757K -$11.9K -157 -2%
HCM
443
Howland Capital Management
Massachusetts
$715K
WT
444
Whittier Trust
California
$705K
CAM
445
Cypress Asset Management
Texas
$702K
SCM
446
Shelton Capital Management
Colorado
$696K -$7.55K -100 -1%
EWM
447
Evercore Wealth Management
New York
$695K
LNC
448
Lincoln National Corp
Pennsylvania
$679K +$241K +3,190 +58%
WEC
449
Winslow Evans & Crocker
Massachusetts
$677K -$76 -1 -0%
GLA
450
Great Lakes Advisors
Illinois
$676K +$16.4K +217 +3%