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MRSH

Marsh

729 hedge funds and large institutions have $29.5B invested in Marsh in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

8% more funds holding

Funds holding: 674729 (+55)

10% more call options, than puts

Call options by funds: $31M | Put options by funds: $28.3M

1% more capital invested

Capital invested by funds: $29.3B → $29.5B (+$233M)

0.04% less ownership

Funds ownership: 84.81%84.77% (-0.04%)

1% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 249

Holders
729
Holders Change
+55
Holders Change %
+8.16%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
247
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
526
Mercer Capital Advisers
New Jersey
$375K
DLA
527
Douglas Lane & Associates
New York
$372K -$20.1K -300 -5%
MBTD
528
Mechanics Bank - Trust Department
California
$372K
OC
529
Oppenheimer & Co
New York
$371K -$27.8K -415 -7%
RWA
530
RGT Wealth Advisors
Texas
$363K
LTFS
531
Ladenburg Thalmann Financial Services
Florida
$363K +$10.4K +155 +3%
NFP
532
Narus Financial Partners
Utah
$362K +$359K +5,350 New
MA
533
Montag & Associates
Georgia
$356K +$1.07K +16 +0.3%
ACP
534
Ashfield Capital Partners
California
$351K
ROTUOC
535
Regents of the University of California
California
$351K
WA
536
WFG Advisors
Texas
$343K -$7.24K -108 -2%
IIC
537
Ironwood Investment Counsel
Arizona
$342K
MPI
538
Mairs & Power Inc
Minnesota
$339K
BWAM
539
Boyd Watterson Asset Management
Ohio
$339K +$20.3K +303 +6%
HB
540
Homrich & Berg
Georgia
$334K -$9.72K -145 -3%
CB
541
Commerce Bank
Missouri
$334K -$2.75K -41 -0.8%
RJT
542
Raymond James Trust
Florida
$333K +$469 +7 +0.1%
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$332K +$8.04K +120 +3%
CPA
544
Capital Planning Advisors
California
$330K
FWM
545
Frontier Wealth Management
Missouri
$329K
AL
546
Airain Ltd
Guernsey
$328K +$325K +4,846 New
TCOV
547
Trust Company of Vermont
Vermont
$327K -$13.7K -204 -4%
IA
548
IFP Advisors
Florida
$327K +$8.45K +126 +3%
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$325K +$323K +4,811 New
JIP
550
Jaffetilchin Investment Partners
Florida
$324K +$322K +4,801 New