We are live on ! Find out more
MRSH

Marsh

737 hedge funds and large institutions have $34B invested in Marsh in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

3% more funds holding

Funds holding: 719737 (+18)

5% more capital invested

Capital invested by funds: $32.5B → $34B (+$1.53B)

0.72% less ownership

Funds ownership: 85.39%84.67% (-0.72%)

12% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 275

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

46% less call options, than puts

Call options by funds: $27M | Put options by funds: $49.8M

Holders
737
Holders Change
+18
Holders Change %
+2.5%
% of All Funds
18.37%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
48
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
576
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K
OWP
577
Obermeyer Wealth Partners
Colorado
$253K -$30.2K -400 -11%
RB
578
Rodgers Brothers
Pennsylvania
$253K
AA
579
Apriem Advisors
California
$250K +$227K +3,003 +1,502%
RW
580
REDW Wealth
New Mexico
$249K
WKWM
581
Walter & Keenan Wealth Management
Indiana
$249K
MWP
582
MYCIO Wealth Partners
Pennsylvania
$249K +$242K +3,200 New
LA
583
Lau Associates
Delaware
$246K
S
584
SignatureFD
Georgia
$238K -$55.5K -735 -19%
AT
585
Argent Trust
Texas
$238K
WIP
586
Wellesley Investment Partners
Massachusetts
$236K +$3.85K +51 +2%
MCM
587
Manchester Capital Management
Vermont
$235K
CC
588
Colrain Capital
Massachusetts
$234K -$227K -3,000 -50%
SFSG
589
Stearns Financial Services Group
North Carolina
$234K
KFA
590
Kelleher Financial Advisors
New York
$233K
WB
591
WesBanco Bank
West Virginia
$230K
CG
592
Colony Group
Massachusetts
$228K +$220K +2,919 New
LJHT
593
Laurie J. Hall Trustee
$226K -$3.78K -50 -2%
SWA
594
SFMG Wealth Advisors
Texas
$226K +$219K +2,905 New
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K -$15.1K -200 -7%
IC
596
InterOcean Capital
Illinois
$223K
LNB
597
Ledyard National Bank
$222K +$101K +1,340 +89%
CCP
598
Corient Capital Partners
California
$222K +$215K +2,852 New
LC
599
Lourd Capital
California
$221K +$2.64K +35 +1%
BSW
600
Buckingham Strategic Wealth
Missouri
$221K +$5.13K +68 +2%