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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
BOTW
551
Bank of the West
California
$225K
TCIM
552
TIAA CREF Investment Management
New York
$221K +$9.86M +147,145 +5%
MCM
553
Manchester Capital Management
Vermont
$221K -$74.6K -1,113 -25%
RB
554
Rodgers Brothers
Pennsylvania
$219K
WKWM
555
Walter & Keenan Wealth Management
Indiana
$215K
PI
556
PineBridge Investments
New York
$215K +$214K +3,194 New
BSW
557
Buckingham Strategic Wealth
Missouri
$207K -$2.81K -42 -1%
AT
558
Argent Trust
Texas
$205K -$268 -4 -0.1%
PP
559
Prudential plc
United Kingdom
$203K +$202K +3,017 New
DK
560
Darrell & King
Virginia
$202K
SFSG
561
Stearns Financial Services Group
North Carolina
$202K +$201K +3,000 New
CAI
562
Capital Advisors Inc
Oklahoma
$202K
KFA
563
Kelleher Financial Advisors
New York
$201K
VCM
564
Vigilant Capital Management
Maine
$201K
WIP
565
Wellesley Investment Partners
Massachusetts
$200K
GWS
566
Glassman Wealth Services
Virginia
$198K
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
JWM
568
Jacobus Wealth Management
Wisconsin
$185K
Fuller & Thaler Asset Management
569
Fuller & Thaler Asset Management
California
$182K -$67K -1,000 -27%
SWA
570
Sutton Wealth Advisors
Florida
$175K
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K -$268 -4 -0.2%
RA
572
Rational Advisors
New York
$167K -$598K -8,923 -78%
QCG
573
Quadrant Capital Group
Ohio
$166K +$938 +14 +0.6%
GXMC
574
Global X Management Company
New York
$164K +$98.9K +1,476 +153%
MSFP
575
Mark Sheptoff Financial Planning
Connecticut
$161K