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MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
451
Dynamic Capital Management
Jersey
$646K +$625K +8,746 New
WEC
452
Winslow Evans & Crocker
Massachusetts
$642K -$71.5K -1,000 -10%
UCFA
453
United Capital Financial Advisors
Texas
$629K +$1.57K +22 +0.3%
CB
454
Cooke & Bieler
Pennsylvania
$628K
GLA
455
Great Lakes Advisors
Illinois
$625K -$6.5K -91 -1%
SPC
456
Stewart & Patten Company
California
$606K
IR
457
Invictus RG
Bermuda
$604K +$525K +7,347 +891%
FWCM
458
Ferguson Wellman Capital Management
Oregon
$591K
VFA
459
Voya Financial Advisors
Connecticut
$581K +$127K +1,776 +29%
DADC
460
D.A. Davidson & Co
Montana
$574K -$108K -1,510 -16%
IRF
461
IBM Retirement Fund
New York
$572K -$3.07M -42,998 -88%
TH
462
TCTC Holdings
Texas
$572K
TRCT
463
Tower Research Capital (TRC)
New York
$568K -$695K -9,720 -56%
VanEck Associates
464
VanEck Associates
New York
$568K +$34.4K +481 +7%
AP
465
Advisor Partners
California
$540K -$198K -2,764 -27%
HPC
466
HM Payson & Co
Maine
$537K +$715 +10 +0.1%
RBC
467
Ronald Blue & Co
Georgia
$533K -$92K -1,287 -15%
CSS
468
Cubist Systematic Strategies
Connecticut
$526K -$7.43M -103,915 -94%
MPAM
469
Murphy Pohlad Asset Management
Minnesota
$522K -$40.4K -565 -7%
SGI
470
Summit Global Investments
Utah
$522K +$504K +7,060 New
CB
471
Chemical Bank
Michigan
$519K
BTW
472
Boston Trust Walden
Massachusetts
$511K +$23K +322 +5%
FNT
473
First National Trust
Pennsylvania
$505K -$37.4K -524 -7%
RL
474
Ruffer LLP
United Kingdom
$505K
NCM
475
Noesis Capital Mangement
Florida
$490K