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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
TBA
526
Tower Bridge Advisors
Pennsylvania
$303K
Capstone Investment Advisors
527
Capstone Investment Advisors
New York
$302K +$301K +4,500 New
WA
528
Waverly Advisors
Alabama
$290K
GC
529
Gratry & Company
Ohio
$285K +$284K +4,235 New
TPWA
530
TRUE Private Wealth Advisors
Oregon
$280K -$5.76K -86 -2%
PL
531
Parkwood LLC
Ohio
$279K +$278K +4,145 New
First Manhattan
532
First Manhattan
New York
$275K
PRS
533
Pinkerton Retirement Specialists
Idaho
$270K -$8.31K -124 -3%
GI
534
GAMCO Investors
Connecticut
$269K
NSAM
535
North Star Asset Management
Wisconsin
$269K
FMLI
536
Fukoku Mutual Life Insurance
Japan
$265K
S
537
SignatureFD
Georgia
$261K -$12.7K -190 -5%
JFA
538
JNBA Financial Advisors
Minnesota
$261K +$260K +3,876 New
SI
539
Stephens Inc
Arkansas
$260K -$6.56K -98 -2%
IC
540
InterOcean Capital
Illinois
$260K +$39.3K +586 +18%
HHMI
541
Howard Hughes Medical Institute
Maryland
$256K +$43.3K +647 +20%
AI
542
Atria Investments
North Carolina
$250K -$5.76K -86 -2%
DHFB
543
Dixon Hubard Feinour & Brown
Virginia
$248K
OWP
544
Obermeyer Wealth Partners
Colorado
$247K
WCM
545
Wallace Capital Management
Texas
$247K
SS
546
Simplicity Solutions
Minnesota
$246K -$18.4K -274 -7%
JMFC
547
J.M. Forbes & Co
Massachusetts
$242K
PHK
548
Point72 Hong Kong
Hong Kong
$235K +$234K +3,500 New
WSTAM
549
Wilbanks Smith & Thomas Asset Management
Virginia
$227K -$8.31K -124 -4%
DCM
550
Donaldson Capital Management
Indiana
$227K +$226K +3,377 New