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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
DSI
451
Daiwa SB Investments
Japan
$674K -$83.1K -1,100 -11%
NA
452
Neuburgh Advisers
California
$671K -$65.2K -864 -9%
VFA
453
Voya Financial Advisors
Connecticut
$658K +$49.3K +653 +8%
SPC
454
Stewart & Patten Company
California
$639K
CG
455
Clinton Group
New York
$639K +$619K +8,199 New
UCFA
456
United Capital Financial Advisors
Texas
$632K -$31.1K -412 -5%
TSW
457
Thompson Siegel & Walmsley
Virginia
$629K -$5.29M -70,069 -90%
CA
458
Cornerstone Advisors
North Carolina
$624K +$604K +8,000 New
SM
459
Sciencast Management
New Jersey
$615K -$1.18M -15,660 -66%
DTL
460
Dynamic Technology Lab
Singapore
$615K +$597K +7,900 New
TH
461
TCTC Holdings
Texas
$603K
DADC
462
D.A. Davidson & Co
Montana
$601K -$4.83K -64 -0.8%
IUHSA
463
Itau Unibanco Holding S.A.
Brazil
$601K +$524K +6,934 +892%
FWCM
464
Ferguson Wellman Capital Management
Oregon
$585K -$38K -503 -6%
PAS
465
Park Avenue Securities
New York
$585K +$569K +7,530 New
HPC
466
HM Payson & Co
Maine
$566K
MPAM
467
Murphy Pohlad Asset Management
Minnesota
$550K
Balyasny Asset Management
468
Balyasny Asset Management
Illinois
$548K -$977K -12,932 -65%
CB
469
Chemical Bank
Michigan
$544K -$3.78K -50 -0.7%
RBC
470
Ronald Blue & Co
Georgia
$541K -$20.1K -266 -4%
BTW
471
Boston Trust Walden
Massachusetts
$540K
CWM
472
Cornerstone Wealth Management
Missouri
$537K +$520K +6,884 New
FNT
473
First National Trust
Pennsylvania
$534K +$1.06K +14 +0.2%
SGCA
474
Steel Grove Capital Advisors
Tennessee
$532K +$72.7K +963 +16%
Cambridge Investment Research Advisors
475
Cambridge Investment Research Advisors
Iowa
$520K +$184K +2,433 +57%