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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
IC
576
InterOcean Capital
Illinois
$248K -$13.4K -200 -5%
OWP
577
Obermeyer Wealth Partners
Colorado
$248K
SS
578
Simplicity Solutions
Minnesota
$245K -$2.21K -33 -0.9%
JMFC
579
J.M. Forbes & Co
Massachusetts
$243K
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$14.6K +218 +6%
FPFS
581
First Personal Financial Services
North Carolina
$230K +$229K +3,410 New
BOTW
582
Bank of the West
California
$226K
GT
583
Glenview Trust
Kentucky
$226K +$224K +3,340 New
ONB
584
Old National Bancorp
Indiana
$225K +$222K +3,316 New
PHK
585
Point72 Hong Kong
Hong Kong
$221K -$15.6K -232 -7%
RB
586
Rodgers Brothers
Pennsylvania
$220K
WKWM
587
Walter & Keenan Wealth Management
Indiana
$216K
RW
588
REDW Wealth
New Mexico
$216K +$214K +3,190 New
PA
589
Parallel Advisors
California
$216K +$214K +3,197 New
LJHT
590
Laurie J. Hall Trustee
$209K +$204K +3,050 New
BSW
591
Buckingham Strategic Wealth
Missouri
$208K
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K +$20.1K +300 +11%
GXMC
593
Global X Management Company
New York
$207K +$42K +627 +26%
AT
594
Argent Trust
Texas
$206K
MCM
595
Manchester Capital Management
Vermont
$204K -$18.7K -279 -8%
PP
596
Prudential plc
United Kingdom
$204K
CAI
597
Capital Advisors Inc
Oklahoma
$203K
DK
598
Darrell & King
Virginia
$203K
SFSG
599
Stearns Financial Services Group
North Carolina
$203K
KFA
600
Kelleher Financial Advisors
New York
$202K