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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
WA
551
WESPAC Advisors
California
$322K +$320K +4,770 New
MC
552
Moors & Cabot
Massachusetts
$316K +$10.1K +151 +3%
FIM
553
Freedom Investment Management
Connecticut
$316K +$313K +4,671 New
QAM
554
Quantres Asset Management
Cayman Islands
$311K -$335K -5,000 -52%
WAM
555
Wealthspire Advisors (Maryland)
Maryland
$307K -$43K -642 -12%
TBA
556
Tower Bridge Advisors
Pennsylvania
$304K
WA
557
Waverly Advisors
Alabama
$300K +$9.39K +140 +3%
LNC
558
Lincoln National Corp
Pennsylvania
$295K +$293K +4,365 New
HCM
559
Hutchinson Capital Management
California
$292K -$32.2K -480 -10%
TPWA
560
TRUE Private Wealth Advisors
Oregon
$292K +$4.42K +66 +2%
DI
561
Diligent Investors
California
$280K -$34.5K -515 -11%
GI
562
GAMCO Investors
Connecticut
$280K +$9.72K +145 +4%
First Manhattan
563
First Manhattan
New York
$277K
PRS
564
Pinkerton Retirement Specialists
Idaho
$271K -$536 -8 -0.2%
NSAM
565
North Star Asset Management
Wisconsin
$270K
SI
566
Stephens Inc
Arkansas
$269K +$7.98K +119 +3%
AI
567
Atria Investments
North Carolina
$267K +$15.5K +231 +6%
FMLI
568
Fukoku Mutual Life Insurance
Japan
$266K
BTIS
569
BB&T Investment Services
North Carolina
$262K +$260K +3,883 New
Dodge & Cox
570
Dodge & Cox
California
$261K -$101K -1,500 -28%
GC
571
Gratry & Company
Ohio
$259K -$27.2K -405 -10%
BA
572
Bridgewater Associates
Connecticut
$250K -$1.09M -16,200 -81%
DHFB
573
Dixon Hubard Feinour & Brown
Virginia
$250K
WCM
574
Wallace Capital Management
Texas
$249K
S
575
SignatureFD
Georgia
$248K -$13.9K -208 -5%