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MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
HL Financial Services
Kentucky
$410K -$152K -2,134 -28%
MCA
502
Mercer Capital Advisers
New Jersey
$410K
LNC
503
Lincoln National Corp
Pennsylvania
$408K +$82.8K +1,159 +27%
MBTD
504
Mechanics Bank - Trust Department
California
$406K
BPM
505
Bowling Portfolio Management
Ohio
$396K -$5.81M -81,301 -94%
DLA
506
Douglas Lane & Associates
New York
$396K -$10.7K -150 -3%
NFP
507
Narus Financial Partners
Utah
$395K
ACP
508
Ashfield Capital Partners
California
$384K
ROTUOC
509
Regents of the University of California
California
$384K
AAM
510
Aureus Asset Management
Massachusetts
$378K +$367K +5,130 New
WAM
511
Wealthspire Advisors (Maryland)
Maryland
$376K +$39K +546 +12%
IIC
512
Ironwood Investment Counsel
Arizona
$373K
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$371K +$7.58K +106 +2%
BFM
514
Boothbay Fund Management
New York
$370K -$1.43K -20 -0.4%
MPI
515
Mairs & Power Inc
Minnesota
$370K
LTFS
516
Ladenburg Thalmann Financial Services
Florida
$368K -$26.7K -373 -7%
CCA
517
Checchi Capital Advisers
California
$367K -$56.1K -785 -14%
RJT
518
Raymond James Trust
Florida
$366K +$2.29K +32 +0.7%
TCOV
519
Trust Company of Vermont
Vermont
$363K +$4.93K +69 +1%
JIP
520
Jaffetilchin Investment Partners
Florida
$363K +$8.29K +116 +2%
CPA
521
Capital Planning Advisors
California
$361K
FWM
522
Frontier Wealth Management
Missouri
$360K
HB
523
Homrich & Berg
Georgia
$359K -$5.79K -81 -2%
DWM
524
Doyle Wealth Management
Florida
$358K +$346K +4,844 New
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$348K -$7.15K -100 -2%