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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
ECM
451
Everence Capital Management
Indiana
$574K
CB
452
Cooke & Bieler
Pennsylvania
$572K -$402K -6,000 -41%
RBC
453
Ronald Blue & Co
Georgia
$571K
EWM
454
Evercore Wealth Management
New York
$570K +$47.9K +715 +9%
BWM
455
Braver Wealth Management
Massachusetts
$566K
GLA
456
Great Lakes Advisors
Illinois
$565K
Parallax Volatility Advisers
457
Parallax Volatility Advisers
California
$565K +$563K +8,408 New
FT
458
Fiduciary Trust
Massachusetts
$556K -$33.8K -505 -6%
CC
459
Cognios Capital
Kansas
$556K +$1.81K +27 +0.3%
SPC
460
Stewart & Patten Company
California
$551K
WT
461
Whittier Trust
California
$543K
TSW
462
Thompson Siegel & Walmsley
Virginia
$542K
HPC
463
HM Payson & Co
Maine
$539K +$670 +10 +0.1%
BRA
464
Blue Rock Advisors
Minnesota
$534K +$532K +7,946 New
FWCM
465
Ferguson Wellman Capital Management
Oregon
$523K
TH
466
TCTC Holdings
Texas
$520K -$2.21K -33 -0.4%
TI
467
Trexquant Investment
Connecticut
$518K +$516K +7,702 New
HFS
468
HL Financial Services
Kentucky
$517K -$579K -8,642 -53%
MPAM
469
Murphy Pohlad Asset Management
Minnesota
$513K -$24.8K -370 -5%
SCM
470
SOL Capital Management
Maryland
$491K
Grantham, Mayo, Van Otterloo & Co (GMO)
471
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$488K +$257K +3,832 +112%
RCAMU
472
Rothschild & Co Asset Management US
Connecticut
$467K +$81.7K +1,219 +21%
QI
473
QS Investors
New York
$460K
BC
474
Brinker Capital
Pennsylvania
$458K +$456K +6,812 New
TRIM
475
Thompson Rubinstein Investment Management
Oregon
$455K -$37.1K -554 -8%