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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
551
MYCIO Wealth Partners
Pennsylvania
$268K
WKWM
552
Walter & Keenan Wealth Management
Indiana
$268K
RW
553
REDW Wealth
New Mexico
$267K
LA
554
Lau Associates
Delaware
$265K
WIP
555
Wellesley Investment Partners
Massachusetts
$264K +$9.99K +126 +4%
LNB
556
Ledyard National Bank
$264K +$23.8K +300 +11%
CCP
557
Corient Capital Partners
California
$263K +$22.4K +283 +10%
MWM
558
Mission Wealth Management
California
$258K +$37.4K +472 +18%
S
559
SignatureFD
Georgia
$256K
MCM
560
Manchester Capital Management
Vermont
$253K
CCG
561
Ceeto Capital Group
Florida
$251K +$238K +3,000 New
CC
562
Colrain Capital
Massachusetts
$251K
BCSB
563
Bristol County Savings Bank
Massachusetts
$251K +$238K +3,000 New
KFA
564
Kelleher Financial Advisors
New York
$250K
WB
565
WesBanco Bank
West Virginia
$247K
1832 Asset Management
566
1832 Asset Management
Ontario, Canada
$246K +$240K +3,026 New
CG
567
Colony Group
Massachusetts
$245K +$476 +6 +0.2%
LC
568
Lourd Capital
California
$245K +$7.05K +89 +3%
BOTW
569
Bank of the West
California
$244K +$9.2K +116 +4%
PP
570
Prudential plc
United Kingdom
$244K +$9.99K +126 +5%
SWA
571
SFMG Wealth Advisors
Texas
$243K
IC
572
InterOcean Capital
Illinois
$240K
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K
BSW
574
Buckingham Strategic Wealth
Missouri
$238K
BRM
575
Boston Research & Management
Massachusetts
$236K