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MRSH

Marsh

633 hedge funds and large institutions have $31.3B invested in Marsh in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $26.8B → $31.3B (+$4.54B)

14% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 207

4% more funds holding

Funds holding: 608633 (+25)

0.94% more ownership

Funds ownership: 86.88%87.82% (+0.94%)

21% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $33.7M

Holders
633
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
36
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
WFG Advisors
Texas
$355K +$44.7K +696 +16%
LJAC
477
L.J. Altfest & Co
New York
$354K +$1.6K +25 +0.5%
BPM
478
Bowling Portfolio Management
Ohio
$351K
HB
479
Homrich & Berg
Georgia
$345K -$24K -374 -7%
MC
480
Moors & Cabot
Massachusetts
$340K +$128 +2 +0%
CPA
481
Capital Planning Advisors
California
$334K
VanEck Associates
482
VanEck Associates
New York
$331K +$77.5K +1,207 +33%
DI
483
Diligent Investors
California
$329K -$61K -950 -17%
HCM
484
Hutchinson Capital Management
California
$329K
IIC
485
Ironwood Investment Counsel
Arizona
$329K
LTFS
486
Ladenburg Thalmann Financial Services
Florida
$325K +$59.5K +926 +24%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$324K +$7.38K +115 +2%
RJT
488
Raymond James Trust
Florida
$324K +$33.4K +521 +12%
TNBTD
489
Trustmark National Bank Trust Department
Mississippi
$319K -$47K -732 -14%
TBA
490
Tower Bridge Advisors
Pennsylvania
$308K
WSCM
491
Wellington Shields Capital Management
New York
$308K
IA
492
IFP Advisors
Florida
$305K +$276K +4,293 +2,618%
MCM
493
Manchester Capital Management
Vermont
$302K
TPWA
494
TRUE Private Wealth Advisors
Oregon
$298K
WA
495
Waverly Advisors
Alabama
$295K -$25.7K -400 -9%
CMBA
496
C.M. Bidwell & Associates
Hawaii
$293K +$275K +4,285 New
PRS
497
Pinkerton Retirement Specialists
Idaho
$283K +$266K +4,139 New
DADC
498
D.A. Davidson & Co
Montana
$280K +$12.5K +195 +5%
First Manhattan
499
First Manhattan
New York
$280K +$225K +3,500 +583%
ECA
500
Endeavour Capital Advisors
Connecticut
$280K +$262K +4,085 New