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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
Simplex Trading
576
Simplex Trading
Illinois
$161K +$161K +2,407 New
SC
577
SRB Corp
Massachusetts
$157K +$9.98K +149 +7%
IWMPD
578
Integrated Wealth Management (Palm Desert)
California
$155K -$10.8K -161 -7%
IIC
579
Integrated Investment Consultants
Michigan
$155K
VNA
580
Valley National Advisers
Pennsylvania
$147K
FANJ
581
Financial Architects (New Jersey)
New Jersey
$144K
GLI
582
Guardian Life Insurance
New York
$131K
CFG
583
CKW Financial Group
Hawaii
$128K
TG
584
TLP Group
Illinois
$126K +$125K +1,870 New
CI
585
Cooper Investors
Australia
$125K
GWM
586
Geneos Wealth Management
Colorado
$122K +$1.88K +28 +2%
SNT
587
Security National Trust
West Virginia
$117K
SFFS
588
Stonehage Fleming Financial Services
Jersey
$117K +$116K +1,733 New
WTB
589
Washington Trust Bank
Washington
$114K +$670 +10 +0.6%
AIM
590
Advantage Investment Management
Iowa
$112K -$59.5K -888 -35%
GBT
591
Grove Bank & Trust
Florida
$109K +$14.8K +221 +16%
JIC
592
Joel Isaacson & Co
New York
$106K
SBA
593
Seven Bridges Advisors
New York
$102K +$17.7K +264 +21%
CTC
594
Central Trust Company
Missouri
$94K
SAMC
595
Shinko Asset Management Company
Japan
$92K
OFS
596
Orrstown Financial Services
Pennsylvania
$86K +$39.9K +595 +88%
TF
597
Tompkins Financial
New York
$83K
JG
598
Jefferies Group
New York
$82K -$66.4K -992 -45%
WTC
599
WhitTier Trust Company
Nevada
$80K
RS
600
Robeco Schweiz
Switzerland
$80K +$80.4K +1,200 New