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MRSH

Marsh

633 hedge funds and large institutions have $31.3B invested in Marsh in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $26.8B → $31.3B (+$4.54B)

14% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 207

4% more funds holding

Funds holding: 608633 (+25)

0.94% more ownership

Funds ownership: 86.88%87.82% (+0.94%)

21% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $33.7M

Holders
633
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
69
Increased
235
Reduced
207
Closed
36
Calls
$26.5M
Puts
$33.7M
Net Calls
-$7.18M
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Apriem Advisors
California
$14K
LNB
602
Ledyard National Bank
$14K
MWP
603
MYCIO Wealth Partners
Pennsylvania
$14K
MA
604
MCF Advisors
Kentucky
$14K +$64 +1 +0.5%
DBT
605
Dubuque Bank & Trust
Iowa
$14K +$3.98K +62 +44%
AP
606
Advisors Preferred
Maryland
$14K +$12.8K +199 New
SSB
607
Sandy Spring Bank
Maryland
$13K
MRCM
608
M&R Capital Management
New Jersey
$13K +$13.1K +204 New
DAM
609
Delta Asset Management
Tennessee
$12K
PCM
610
Penserra Capital Management
California
$12K +$4.04K +63 +58%
MUS
611
Mitsubishi UFJ Securities
Japan
$11K -$73.8K -1,150 -88%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$10K
OC
613
Oakworth Capital
Alabama
$9K
ATC
614
Adirondack Trust Company
New York
$8K
AWMS
615
Advocacy Wealth Management Services
Georgia
$7K -$50.4K -785 -88%
TFA
616
Transamerica Financial Advisors
Florida
$7K -$2.76K -43 -30%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$7K
ACS
618
Archford Capital Strategies
Illinois
$6K +$5.14K +80 New
AF
619
Allworth Financial
California
$5K
AP
620
Atwood & Palmer
Missouri
$5K
HIM
621
Hillsdale Investment Management
Ontario, Canada
$5K +$1.28K +20 +40%
MCM
622
MV Capital Management
Maryland
$5K +$4.75K +74 New
HR
623
Howe & Rusling
New York
$4K +$385 +6 +11%
TDC
624
Thompson Davis & Co
Virginia
$4K +$2.57K +40 +250%
SCM
625
Southport Capital Management
Tennessee
$3K +$2.7K +42 New