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MRSH

Marsh

808 hedge funds and large institutions have $35.4B invested in Marsh in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 40

13% more funds holding

Funds holding: 718808 (+90)

0.41% less ownership

Funds ownership: 85.82%85.41% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less capital invested

Capital invested by funds: $36.9B → $35.4B (-$1.41B)

23% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $29.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
808
Holders Change
+90
Holders Change %
+12.53%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
262
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
Choate Investment Advisors
Massachusetts
$706K
NC
477
Nicholas Company
Wisconsin
$699K -$58.2K -700 -8%
SCA
478
Snowden Capital Advisors
New York
$694K +$102K +1,226 +17%
HCM
479
Howland Capital Management
Massachusetts
$692K -$30.4K -366 -4%
SCM
480
Shelton Capital Management
Colorado
$686K
CWM
481
Calamos Wealth Management
Illinois
$684K +$59K +710 +9%
SPC
482
Stewart & Patten Company
California
$667K
TSW
483
Thompson Siegel & Walmsley
Virginia
$656K
CAM
484
Cypress Asset Management
Texas
$651K
TRCT
485
Tower Research Capital (TRC)
New York
$651K +$563K +6,777 +551%
LTFS
486
Ladenburg Thalmann Financial Services
Florida
$647K +$102K +1,224 +18%
BRWA
487
B. Riley Wealth Advisors
Florida
$646K +$273K +3,281 +71%
LS
488
Livforsakringsbolaget Skandia
Sweden
$636K -$931K -11,200 -59%
FWCM
489
Ferguson Wellman Capital Management
Oregon
$636K +$12.6K +152 +2%
TH
490
TCTC Holdings
Texas
$630K
PI
491
Putnam Investments
Massachusetts
$622K -$133K -1,600 -17%
DTL
492
Dynamic Technology Lab
Singapore
$621K +$634K +7,623 New
DLA
493
Douglas Lane & Associates
New York
$615K +$25.9K +312 +4%
WPA
494
West Paces Advisors
Georgia
$597K +$116K +1,401 +24%
HPC
495
HM Payson & Co
Maine
$597K +$47.4K +570 +8%
DS
496
DRW Securities
Illinois
$582K +$594K +7,152 New
MPAM
497
Murphy Pohlad Asset Management
Minnesota
$575K
BCSB
498
Bristol County Savings Bank
Massachusetts
$570K +$332K +4,000 +133%
CCG
499
Cypress Capital Group
Florida
$569K +$83.1K +1,000 +17%
RIM
500
Rampart Investment Management
Connecticut
$567K +$50.2K +604 +9%