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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$76K
AIS
602
Accurate Investment Solutions
Pennsylvania
$71K
NO
603
Ninety One
South Africa
$71K +$9.78K +146 +16%
VCM
604
Versant Capital Management
Arizona
$70K -$335 -5 -0.5%
AC
605
Alexandria Capital
Virginia
$70K +$33.4K +499 +93%
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$68K
CFA
607
Carroll Financial Associates
North Carolina
$67K +$15.8K +236 +31%
VC
608
Vestor Capital
Illinois
$61K
NFG
609
Next Financial Group
Texas
$59K +$56.5K +844 +2,723%
CAW
610
Cornerstone Advisors (Washington)
Washington
$55K +$39.9K +595 +261%
BL
611
Balentine LLC
Georgia
$53K
NCMG
612
NCM Capital Management Group
North Carolina
$52K -$46.9K -700 -47%
PWM
613
Perigon Wealth Management
California
$52K
MFBTD
614
MB Financial Bank - Trust Department
Illinois
$43K
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$2.21K +33 +6%
NCM
616
Nelson Capital Management
California
$34K
TRCT
617
Tower Research Capital (TRC)
New York
$33K -$947K -14,143 -97%
PCP
618
Proficio Capital Partners
Massachusetts
$31K -$536 -8 -2%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$29K +$8.31K +124 +40%
GAM
620
Gemmer Asset Management
California
$27K
JGIA
621
Jackson Grant Investment Advisers
Connecticut
$27K +$134 +2 +0.5%
AWM
622
AllSquare Wealth Management
New York
$23K
ASN
623
Advisory Services Network
Georgia
$23K +$4.09K +61 +21%
DCP
624
DSM Capital Partners
Florida
$22K -$2.95M -44,090 -99%
KF
625
Krilogy Financial
Missouri
$22K