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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
BFM
576
Boston Financial Management
Massachusetts
$220K
WIP
577
Wellesley Investment Partners
Massachusetts
$220K
WB
578
WesBanco Bank
West Virginia
$217K +$210K +2,942 New
LJHT
579
Laurie J. Hall Trustee
$216K -$7.15K -100 -3%
PCM
580
Prelude Capital Management
New York
$214K
ZCA
581
Zeke Capital Advisors
Pennsylvania
$214K +$207K +2,896 New
IC
582
InterOcean Capital
Illinois
$211K -$58.1K -813 -22%
AGM
583
Alpine Global Management
New York
$210K +$203K +2,841 New
BRM
584
Boston Research & Management
Massachusetts
$208K +$202K +2,820 New
BOTW
585
Bank of the West
California
$207K -$39.3K -550 -16%
LC
586
Lourd Capital
California
$207K +$200K +2,805 New
PP
587
Prudential plc
United Kingdom
$206K -$16.4K -229 -8%
HHMI
588
Howard Hughes Medical Institute
Maryland
$206K +$199K +2,788 New
BSW
589
Buckingham Strategic Wealth
Missouri
$205K -$21.7K -304 -10%
SI
590
Scout Investments
Missouri
$205K +$198K +2,770 New
JWM
591
Jacobus Wealth Management
Wisconsin
$203K
FB
592
Fulton Bank
Pennsylvania
$201K +$194K +2,713 New
Fuller & Thaler Asset Management
593
Fuller & Thaler Asset Management
California
$200K
SWA
594
Sutton Wealth Advisors
Florida
$192K
RA
595
Rational Advisors
New York
$191K +$23K +322 +14%
VCM
596
Vigilant Capital Management
Maine
$188K
QCG
597
Quadrant Capital Group
Ohio
$188K +$5.64K +79 +3%
SC
598
SRB Corp
Massachusetts
$182K
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$177K +$71 +1 +0%