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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
LJHT
501
Laurie J. Hall Trustee
$218K
JMFC
502
J.M. Forbes & Co
Massachusetts
$218K +$202K +3,600 New
PAM
503
PartnerRe Asset Management
Connecticut
$216K
VFA
504
Voya Financial Advisors
Connecticut
$215K +$198K +3,541 New
ACM
505
Aviance Capital Management
Florida
$212K +$195K +3,487 New
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$212K +$195K +3,489 New
S
507
SignatureFD
Georgia
$211K +$17.4K +310 +10%
TCOV
508
Trust Company of Vermont
Vermont
$209K
BCM
509
Bayesian Capital Management
New York
$209K +$193K +3,442 New
MAM
510
Mizuho Asset Management
Japan
$207K -$166K -2,963 -45%
WB
511
WesBanco Bank
West Virginia
$207K +$190K +3,397 New
SI
512
Scout Investments
Missouri
$206K +$190K +3,390 New
BOTW
513
Bank of the West
California
$204K -$14.7K -263 -7%
PAIA
514
Park Avenue Institutional Advisers
New York
$200K -$5.21K -93 -3%
VCM
515
Vigilant Capital Management
Maine
$182K -$47.7K -851 -22%
GWS
516
Glassman Wealth Services
Virginia
$179K
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K
JWM
518
Jacobus Wealth Management
Wisconsin
$167K
SWA
519
Sutton Wealth Advisors
Florida
$158K +$145K +2,598 New
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K +$13.7K +244 +10%
AIM
521
Advantage Investment Management
Iowa
$155K +$55.6K +992 +64%
QCG
522
Quadrant Capital Group
Ohio
$153K -$169K -3,011 -54%
IWMPD
523
Integrated Wealth Management (Palm Desert)
California
$150K -$39.3K -702 -22%
SC
524
SRB Corp
Massachusetts
$147K -$10.5K -187 -7%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$146K