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MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$173K -$44.3K -620 -21%
IIC
602
Integrated Investment Consultants
Michigan
$170K
CAG
603
Crestwood Advisors Group
Massachusetts
$165K +$159K +2,231 New
WA
604
WFG Advisors
Texas
$163K -$205K -2,870 -57%
SIC
605
Salem Investment Counselors
North Carolina
$158K
WPA
606
West Paces Advisors
Georgia
$154K
GLI
607
Guardian Life Insurance
New York
$147K +$2.5K +35 +2%
GWM
608
Geneos Wealth Management
Colorado
$141K +$6.14K +86 +5%
RS
609
Robeco Schweiz
Switzerland
$141K +$50K +700 +58%
CFG
610
CKW Financial Group
Hawaii
$140K
FPS
611
Fieldpoint Private Securities
Connecticut
$133K +$128K +1,795 New
FANJ
612
Financial Architects (New Jersey)
New Jersey
$131K -$5.79K -81 -4%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$130K +$121K +1,698 +2,695%
SNT
614
Security National Trust
West Virginia
$127K -$2.14K -30 -2%
PHK
615
Point72 Hong Kong
Hong Kong
$122K -$116K -1,618 -50%
OFS
616
Orrstown Financial Services
Pennsylvania
$120K +$24.3K +340 +27%
WTB
617
Washington Trust Bank
Washington
$116K -$8.15K -114 -7%
GBT
618
Grove Bank & Trust
Florida
$112K -$19.7K -275 -15%
LNB
619
Ledyard National Bank
$112K +$93.6K +1,310 +652%
CTC
620
Central Trust Company
Missouri
$111K +$7.29K +102 +7%
FPF
621
FNY Partners Fund
New York
$110K
VNA
622
Valley National Advisers
Pennsylvania
$108K -$51.9K -726 -33%
EA
623
Edge Advisors
Georgia
$105K +$30.2K +422 +42%
RIM
624
Rampart Investment Management
Connecticut
$105K +$102K +1,426 New
AIM
625
Assured Investment Management
New York
$95K -$2.19M -30,589 -96%