We are live on ! Find out more
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
HHMI
526
Howard Hughes Medical Institute
Maryland
$136K +$126K +2,242 New
HWM
527
Heartwood Wealth Management
United Kingdom
$134K
VNA
528
Valley National Advisers
Pennsylvania
$133K
IIC
529
Integrated Investment Consultants
Michigan
$129K +$119K +2,128 New
JIC
530
Joel Isaacson & Co
New York
$127K
Royal London Asset Management
531
Royal London Asset Management
United Kingdom
$127K +$421M +7,509,288 +4,019%
AIM
532
Assured Investment Management
New York
$121K +$111K +1,985 New
GLI
533
Guardian Life Insurance
New York
$117K -$30.6K -546 -22%
CFG
534
CKW Financial Group
Hawaii
$116K
GWM
535
Geneos Wealth Management
Colorado
$110K +$101K +1,796 New
SNT
536
Security National Trust
West Virginia
$106K
CF
537
CenterStar Fund
Illinois
$105K
KLWA
538
Kelly Lawrence W & Associates
California
$103K -$95.2K -1,700 -50%
WTB
539
Washington Trust Bank
Washington
$100K -$22.4K -400 -20%
MFS
540
MSI Financial Services
Massachusetts
$99K +$8.51K +152 +10%
MFBTD
541
MB Financial Bank - Trust Department
Illinois
$97K -$396K -7,072 -81%
NCMG
542
NCM Capital Management Group
North Carolina
$93K -$42K -750 -33%
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$91K +$84.3K +1,506 New
CTC
544
Central Trust Company
Missouri
$85K -$61.6K -1,100 -44%
GBT
545
Grove Bank & Trust
Florida
$85K +$12.7K +226 +19%
SAMC
546
Shinko Asset Management Company
Japan
$83K -$6.5K -116 -8%
MUS
547
Mitsubishi UFJ Securities
Japan
$80K +$73.4K +1,310 New
WTC
548
WhitTier Trust Company
Nevada
$73K
VCM
549
Versant Capital Management
Arizona
$64K -$1.96K -35 -3%
AIS
550
Accurate Investment Solutions
Pennsylvania
$64K