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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
ARMT
576
Amica Retiree Medical Trust
Rhode Island
$236K +$223K +2,814 New
AHB
577
Abner Herrman & Brock
New Jersey
$233K
JWM
578
Jacobus Wealth Management
Wisconsin
$230K
FB
579
Fulton Bank
Pennsylvania
$230K +$6.74K +85 +3%
LIC
580
Lodestar Investment Counsel
Illinois
$227K +$238 +3 +0.1%
FANJ
581
Financial Architects (New Jersey)
New Jersey
$227K +$80.1K +1,010 +59%
LJHT
582
Laurie J. Hall Trustee
$226K -$15.9K -200 -7%
IAA
583
Independent Advisor Alliance
North Carolina
$224K +$213K +2,683 New
CCM
584
Coldstream Capital Management
Washington
$222K -$2.01M -25,367 -91%
AT
585
Argent Trust
Texas
$222K -$31.7K -400 -13%
QCG
586
Quadrant Capital Group
Ohio
$219K
DAC
587
Dividend Assets Capital
South Carolina
$218K
SWA
588
Sutton Wealth Advisors
Florida
$218K
FWM
589
Frontier Wealth Management
Missouri
$216K -$181K -2,288 -47%
RA
590
Rational Advisors
New York
$216K
AP
591
Atwood & Palmer
Missouri
$216K +$198K +2,500 +3,333%
PNC
592
Park National Corp
Ohio
$214K +$203K +2,559 New
VCM
593
Vigilant Capital Management
Maine
$213K
JFL
594
Jarislowsky, Fraser Ltd
Quebec, Canada
$213K +$202K +2,553 New
EDRH
595
Edmond de Rothschild Holding
Switzerland
$211K +$199K +2,514 New
FAAS
596
First Allied Advisory Services
California
$209K +$202K +2,554 New
BDWM
597
Brewin Dolphin Wealth Management
Ireland
$206K +$195K +2,460 New
SPC
598
Sigma Planning Corp
Michigan
$206K +$194K +2,452 New
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$205K -$169K -2,137 -47%
FHB
600
First Hawaiian Bank
Hawaii
$205K +$194K +2,443 New