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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
IPC
476
Independent Portfolio Consultants
Florida
$612K +$27.8K +415 +5%
SCM
477
Shelton Capital Management
Colorado
$610K
GCA
478
Gideon Capital Advisors
New York
$606K -$1.2M -17,940 -67%
EWM
479
Evercore Wealth Management
New York
$604K +$31.6K +472 +6%
RCAMU
480
Rothschild & Co Asset Management US
Connecticut
$591K +$120K +1,796 +26%
LOAME
481
Lombard Odier Asset Management (Europe)
United Kingdom
$586K
CC
482
Cognios Capital
Kansas
$586K +$26.8K +400 +5%
GLA
483
Great Lakes Advisors
Illinois
$578K +$10.5K +156 +2%
CB
484
Cooke & Bieler
Pennsylvania
$575K
FRM
485
Fox Run Management
Connecticut
$575K +$570K +8,500 New
UCFA
486
United Capital Financial Advisors
Texas
$574K -$20.4K -305 -3%
RBC
487
Ronald Blue & Co
Georgia
$574K
WT
488
Whittier Trust
California
$557K +$11.5K +172 +2%
SPC
489
Stewart & Patten Company
California
$554K
CIBC World Market
490
CIBC World Market
Ontario, Canada
$552K -$282K -4,206 -34%
TSW
491
Thompson Siegel & Walmsley
Virginia
$545K
FWCM
492
Ferguson Wellman Capital Management
Oregon
$541K +$15.3K +228 +3%
TH
493
TCTC Holdings
Texas
$523K
HFS
494
HL Financial Services
Kentucky
$519K
MPAM
495
Murphy Pohlad Asset Management
Minnesota
$515K
Grantham, Mayo, Van Otterloo & Co (GMO)
496
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$504K +$13.4K +200 +3%
FNT
497
First National Trust
Pennsylvania
$497K -$80.4K -1,200 -14%
HPC
498
HM Payson & Co
Maine
$491K -$50.3K -750 -9%
VanEck Associates
499
VanEck Associates
New York
$487K +$40K +597 +9%
LP
500
LMR Partners
United Kingdom
$485K -$154K -2,300 -24%