We are live on ! Find out more
MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Wallace Capital Management
Texas
$271K
1832 Asset Management
552
1832 Asset Management
Ontario, Canada
$270K -$1.45M -20,352 -85%
OWP
553
Obermeyer Wealth Partners
Colorado
$270K -$1.22K -17 -0.5%
SI
554
Stephens Inc
Arkansas
$268K -$25.5K -357 -9%
JMFC
555
J.M. Forbes & Co
Massachusetts
$266K
GT
556
Glenview Trust
Kentucky
$261K +$13.7K +192 +6%
NSAM
557
North Star Asset Management
Wisconsin
$259K -$35.7K -500 -13%
WIS
558
Wright Investors Service
Connecticut
$258K +$249K +3,490 New
WSTAM
559
Wilbanks Smith & Thomas Asset Management
Virginia
$257K -$7.86K -110 -3%
SS
560
Simplicity Solutions
Minnesota
$253K -$14.3K -200 -6%
FPFS
561
First Personal Financial Services
North Carolina
$252K
CAI
562
Capital Advisors Inc
Oklahoma
$252K +$28.9K +404 +13%
FHA
563
Flagship Harbor Advisors
Massachusetts
$251K +$244K +3,412 New
QSS
564
Quantitative Systematic Strategies
Florida
$247K +$239K +3,343 New
PFPT
565
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K +$235K +3,293 New
RB
566
Rodgers Brothers
Pennsylvania
$240K
RW
567
REDW Wealth
New Mexico
$236K
WKWM
568
Walter & Keenan Wealth Management
Indiana
$236K
LA
569
Lau Associates
Delaware
$233K +$226K +3,159 New
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
AT
571
Argent Trust
Texas
$225K -$357 -5 -0.2%
MCM
572
Manchester Capital Management
Vermont
$223K
DK
573
Darrell & King
Virginia
$222K
SFSG
574
Stearns Financial Services Group
North Carolina
$222K
KFA
575
Kelleher Financial Advisors
New York
$221K