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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
501
Ashfield Capital Partners
California
$350K
ROTUOC
502
Regents of the University of California
California
$350K
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$349K -$38.6K -576 -10%
WA
504
WFG Advisors
Texas
$349K +$134 +2 +0%
LTFS
505
Ladenburg Thalmann Financial Services
Florida
$349K +$29K +433 +9%
HB
506
Homrich & Berg
Georgia
$342K +$2.41K +36 +0.7%
IIC
507
Ironwood Investment Counsel
Arizona
$340K +$17.3K +259 +5%
TCOV
508
Trust Company of Vermont
Vermont
$339K +$107K +1,604 +47%
MPI
509
Mairs & Power Inc
Minnesota
$337K +$336K +5,010 New
CB
510
Commerce Bank
Missouri
$336K -$22.6K -338 -6%
RJT
511
Raymond James Trust
Florida
$331K +$11.7K +174 +4%
TSS
512
Two Sigma Securities
New York
$330K +$123K +1,843 +60%
CPA
513
Capital Planning Advisors
California
$328K
FWM
514
Frontier Wealth Management
Missouri
$328K +$326K +4,870 New
CG
515
Clinton Group
New York
$324K +$322K +4,811 New
HCM
516
Hutchinson Capital Management
California
$323K
SPC
517
Sigma Planning Corp
Michigan
$323K +$322K +4,805 New
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$322K +$4.96K +74 +2%
MAM
519
Mizuho Asset Management
Japan
$319K -$156K -2,328 -33%
BWAM
520
Boyd Watterson Asset Management
Ohio
$317K -$93.8K -1,400 -23%
IA
521
IFP Advisors
Florida
$317K +$17.2K +257 +6%
DI
522
Diligent Investors
California
$314K -$10K -150 -3%
VFA
523
Voya Financial Advisors
Connecticut
$312K +$37.5K +560 +14%
MCM
524
Moore Capital Management
New York
$310K -$42.1K -628 -12%
MC
525
Moors & Cabot
Massachusetts
$304K -$30.1K -449 -9%