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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
VC
551
Vestor Capital
Illinois
$55K
AWMS
552
Advocacy Wealth Management Services
Georgia
$54K +$49.9K +891 New
PWM
553
Perigon Wealth Management
California
$47K +$43.5K +776 New
CFA
554
Carroll Financial Associates
North Carolina
$46K +$20.3K +362 +91%
FNYS
555
First New York Securities
New York
$42.6K +$39.2K +700 New
BL
556
Balentine LLC
Georgia
$42K
PCP
557
Proficio Capital Partners
Massachusetts
$37K +$29.4K +525 +673%
First Manhattan
558
First Manhattan
New York
$36K -$44.8K -800 -57%
EMG
559
ETF Managers Group
New Jersey
$35K +$26.7K +476 New
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
FANJ
561
Financial Architects (New Jersey)
New Jersey
$31K +$28.2K +503 New
AC
562
Alexandria Capital
Virginia
$30K
NCM
563
Nelson Capital Management
California
$30K
GAM
564
Gemmer Asset Management
California
$24K
JGIA
565
Jackson Grant Investment Advisers
Connecticut
$24K +$168 +3 +0.8%
AWM
566
AllSquare Wealth Management
New York
$21K +$19.2K +342 New
ZB
567
Zions Bancorporation
Utah
$20K -$336 -6 -2%
QAM
568
QCI Asset Management
New York
$19K
KF
569
Krilogy Financial
Missouri
$19K +$17.9K +320 New
TFO
570
Tarbox Family Office
California
$17K
AW
571
Alpha Windward
Massachusetts
$16K
IA
572
IFP Advisors
Florida
$15K -$213K -3,810 -96%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$15K -$8.85K -158 -38%
CAW
574
Cornerstone Advisors (Washington)
Washington
$14K +$5.94K +106 +87%
WIC
575
Woodmont Investment Counsel
Tennessee
$13K