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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
ECM
451
Everence Capital Management
Indiana
$360K
CCMG
452
Clark Capital Management Group
Pennsylvania
$358K -$19.4K -346 -6%
DI
453
Diligent Investors
California
$350K -$5.6K -100 -2%
OWP
454
Obermeyer Wealth Partners
Colorado
$344K
CSS
455
Cubist Systematic Strategies
Connecticut
$340K -$561K -10,023 -64%
MCA
456
Mercer Capital Advisers
New Jersey
$337K
MBTD
457
Mechanics Bank - Trust Department
California
$334K
CB
458
Commerce Bank
Missouri
$330K -$15.2K -271 -5%
HB
459
Homrich & Berg
Georgia
$329K +$3.3K +59 +1%
TNBTD
460
Trustmark National Bank Trust Department
Mississippi
$329K +$24.1K +431 +9%
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$320K +$7.06K +126 +2%
ACP
462
Ashfield Capital Partners
California
$316K
ROTUOC
463
Regents of the University of California
California
$316K
LJAC
464
L.J. Altfest & Co
New York
$313K +$1.57K +28 +0.5%
BPM
465
Bowling Portfolio Management
Ohio
$312K
CT
466
Cambridge Trust
Massachusetts
$305K +$47K +840 +20%
RCAMU
467
Rothschild & Co Asset Management US
Connecticut
$302K +$278K +4,964 New
MC
468
Moors & Cabot
Massachusetts
$301K +$23.9K +426 +9%
CPA
469
Capital Planning Advisors
California
$297K
TF
470
Trutina Financial
Washington
$293K
HCM
471
Hutchinson Capital Management
California
$292K
SHA
472
Smith Hayes Advisers
Nebraska
$292K
IIC
473
Ironwood Investment Counsel
Arizona
$291K
CIBC World Market
474
CIBC World Market
Ontario, Canada
$289K +$266K +4,757 New
WA
475
Waverly Advisors
Alabama
$286K -$28K -500 -10%