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MRSH

Marsh

729 hedge funds and large institutions have $29.5B invested in Marsh in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

8% more funds holding

Funds holding: 674729 (+55)

10% more call options, than puts

Call options by funds: $31M | Put options by funds: $28.3M

1% more capital invested

Capital invested by funds: $29.3B → $29.5B (+$233M)

0.04% less ownership

Funds ownership: 84.81%84.77% (-0.04%)

1% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 249

Holders
729
Holders Change
+55
Holders Change %
+8.16%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
247
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
601
Wellesley Investment Partners
Massachusetts
$201K
BFM
602
Boston Financial Management
Massachusetts
$201K +$199K +2,975 New
DAC
603
Dividend Assets Capital
South Carolina
$201K +$199K +2,975 New
GWS
604
Glassman Wealth Services
Virginia
$200K +$1.14K +17 +0.6%
PCM
605
Prelude Capital Management
New York
$196K +$194K +2,900 New
TG
606
TLP Group
Illinois
$187K +$60.1K +896 +48%
JWM
607
Jacobus Wealth Management
Wisconsin
$186K
Fuller & Thaler Asset Management
608
Fuller & Thaler Asset Management
California
$182K
SWA
609
Sutton Wealth Advisors
Florida
$176K
VCM
610
Vigilant Capital Management
Maine
$172K -$30.2K -450 -15%
QCG
611
Quadrant Capital Group
Ohio
$167K
SC
612
SRB Corp
Massachusetts
$167K +$8.51K +127 +5%
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$3.55K -53 -2%
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$162K
IIC
615
Integrated Investment Consultants
Michigan
$156K -$3.42K -51 -2%
RA
616
Rational Advisors
New York
$155K -$14.7K -220 -9%
VNA
617
Valley National Advisers
Pennsylvania
$148K
SIC
618
Salem Investment Counselors
North Carolina
$145K -$43.5K -649 -23%
WPA
619
West Paces Advisors
Georgia
$141K +$140K +2,088 New
GLI
620
Guardian Life Insurance
New York
$132K
CFG
621
CKW Financial Group
Hawaii
$128K
FANJ
622
Financial Architects (New Jersey)
New Jersey
$125K -$19.6K -292 -14%
GWM
623
Geneos Wealth Management
Colorado
$123K
GBT
624
Grove Bank & Trust
Florida
$121K +$11.1K +165 +10%
SNT
625
Security National Trust
West Virginia
$118K