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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
FMLI
476
Fukoku Mutual Life Insurance
Japan
$282K
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$280K -$32K -572 -11%
BSW
478
Buckingham Strategic Wealth
Missouri
$276K -$27.4K -490 -10%
WSCM
479
Wellington Shields Capital Management
New York
$274K +$252K +4,500 New
TBA
480
Tower Bridge Advisors
Pennsylvania
$274K
WA
481
WFG Advisors
Texas
$273K -$11K -196 -4%
MCM
482
Manchester Capital Management
Vermont
$268K
TPWA
483
TRUE Private Wealth Advisors
Oregon
$265K +$244K +4,356 New
Geode Capital Management
484
Geode Capital Management
Massachusetts
$263K +$11.8M +211,400 +5%
SSA
485
Schonfeld Strategic Advisors
New York
$260K +$239K +4,276 New
RJT
486
Raymond James Trust
Florida
$256K +$2.41K +43 +1%
FAB
487
First American Bank
Illinois
$243K
GI
488
GAMCO Investors
Connecticut
$243K
NSAM
489
North Star Asset Management
Wisconsin
$243K
KFA
490
Kelleher Financial Advisors
New York
$242K
SI
491
Stephens Inc
Arkansas
$241K +$222K +3,966 New
ARTA
492
A.R.T. Advisors
New York
$237K -$2.06M -36,800 -90%
DADC
493
D.A. Davidson & Co
Montana
$237K +$29K +518 +15%
SS
494
Simplicity Solutions
Minnesota
$236K -$8.78M -156,856 -98%
LTFS
495
Ladenburg Thalmann Financial Services
Florida
$235K +$32.2K +575 +18%
DHFB
496
Dixon Hubard Feinour & Brown
Virginia
$233K
Fuller & Thaler Asset Management
497
Fuller & Thaler Asset Management
California
$225K -$179K -3,200 -46%
WCM
498
Wallace Capital Management
Texas
$223K +$206K +3,671 New
Walleye Trading
499
Walleye Trading
New York
$221K +$204K +3,643 New
VanEck Associates
500
VanEck Associates
New York
$220K +$30.3K +541 +18%