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MRSH

Marsh

737 hedge funds and large institutions have $34B invested in Marsh in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

3% more funds holding

Funds holding: 719737 (+18)

5% more capital invested

Capital invested by funds: $32.5B → $34B (+$1.53B)

0.72% less ownership

Funds ownership: 85.39%84.67% (-0.72%)

12% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 275

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

46% less call options, than puts

Call options by funds: $27M | Put options by funds: $49.8M

Holders
737
Holders Change
+18
Holders Change %
+2.5%
% of All Funds
18.37%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
48
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
526
Checchi Capital Advisers
California
$370K -$16.8K -222 -4%
CBU
527
CIBC Bank USA
Illinois
$368K -$672K -8,904 -65%
TCOV
528
Trust Company of Vermont
Vermont
$368K -$14.3K -190 -4%
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$366K +$355K +4,700 New
BRWA
530
B. Riley Wealth Advisors
Florida
$363K +$350K +4,641 New
BWAM
531
Boyd Watterson Asset Management
Ohio
$361K +$15.1K +200 +5%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$357K -$9.52K -126 -3%
TBA
533
Tower Bridge Advisors
Pennsylvania
$351K
CT
534
Cambridge Trust
Massachusetts
$350K
BCM
535
Bayesian Capital Management
New York
$349K -$145K -1,924 -30%
Verition Fund Management
536
Verition Fund Management
Connecticut
$338K -$462K -6,123 -59%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$338K +$4.98K +66 +2%
HCM
538
Hutchinson Capital Management
California
$335K
GC
539
Gilbert & Cook
Iowa
$335K +$324K +4,295 New
WI
540
WBI Investments
New Jersey
$328K -$166K -2,200 -34%
GI
541
GAMCO Investors
Connecticut
$323K
HS
542
HighVista Strategies
Massachusetts
$320K +$310K +4,100 New
NA
543
NewEdge Advisors
Louisiana
$319K +$309K +4,088 New
BAAM
544
Baker Avenue Asset Management
California
$318K -$4.23K -56 -1%
DI
545
Diligent Investors
California
$312K -$10.6K -140 -3%
AI
546
Atria Investments
North Carolina
$309K -$2.57K -34 -0.8%
SS
547
Simplicity Solutions
Minnesota
$308K +$40K +530 +15%
MGIA
548
Matthew Goff Investment Advisor
Texas
$307K
RL
549
Ruffer LLP
United Kingdom
$304K -$223K -2,950 -43%
MYLI
550
Meiji Yasuda Life Insurance
Japan
$304K +$295K +3,900 New