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MRSH

Marsh

729 hedge funds and large institutions have $29.5B invested in Marsh in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

8% more funds holding

Funds holding: 674729 (+55)

10% more call options, than puts

Call options by funds: $31M | Put options by funds: $28.3M

1% more capital invested

Capital invested by funds: $29.3B → $29.5B (+$233M)

0.04% less ownership

Funds ownership: 84.81%84.77% (-0.04%)

1% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 249

Holders
729
Holders Change
+55
Holders Change %
+8.16%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
247
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
451
USCA RIA
Texas
$797K
Federated Hermes
452
Federated Hermes
Pennsylvania
$785K -$127K -1,887 -14%
WA1
453
Wimmer Associates 1
California
$763K +$32.4K +483 +4%
NG
454
NatWest Group
United Kingdom
$760K
FP
455
FDO Partners
Massachusetts
$760K +$754K +11,244 New
HAG
456
HighPoint Advisor Group
Illinois
$749K +$6.5K +97 +1%
TH
457
Timber Hill
Connecticut
$735K +$729K +10,871 New
AG
458
Advisor Group
Arizona
$727K +$73.3K +1,094 +11%
FTIOP
459
Fiduciary Trust International of Pennsylvania
Pennsylvania
$722K -$18.3K -273 -2%
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$720K -$4.29K -64 -0.6%
SF
461
Synovus Financial
Georgia
$719K +$37.4K +558 +6%
DSI
462
Daiwa SB Investments
Japan
$703K +$70.4K +1,050 +11%
W
463
Wealthfront
California
$700K -$28.4K -424 -4%
PIM
464
Perkins Investment Management
Illinois
$696K -$47M -701,536 -99%
PSUF
465
People's United Financial
Connecticut
$695K
AP
466
Advisor Partners
California
$681K -$16.6K -247 -2%
WIC
467
Wilkins Investment Counsel
Massachusetts
$676K
CAM
468
Cypress Asset Management
Texas
$676K +$670K +10,000 New
AT
469
Arden Trust
Delaware
$675K -$9.05K -135 -1%
HIM
470
Hermes Investment Management
United Kingdom
$667K
BWM
471
Braver Wealth Management
Massachusetts
$667K +$97.3K +1,451 +17%
WEC
472
Winslow Evans & Crocker
Massachusetts
$655K
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$641K +$635K +9,477 New
DADC
474
D.A. Davidson & Co
Montana
$626K +$38.1K +569 +7%
HCM
475
Howland Capital Management
Massachusetts
$620K