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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
PMFA
626
Plante Moran Financial Advisors
Michigan
$22K +$4.62K +69 +27%
ZB
627
Zions Bancorporation
Utah
$21K -$67 -1 -0.3%
QAM
628
QCI Asset Management
New York
$21K
PCM
629
Penserra Capital Management
California
$19K +$7.64K +114 +67%
TFO
630
Tarbox Family Office
California
$18K
AW
631
Alpha Windward
Massachusetts
$16K
IR
632
Invictus RG
Bermuda
$15K +$14.9K +222 New
DBT
633
Dubuque Bank & Trust
Iowa
$14K
LNB
634
Ledyard National Bank
$14K
WIC
635
Woodmont Investment Counsel
Tennessee
$14K +$14.1K +211 New
VOYA Investment Management
636
VOYA Investment Management
Georgia
$13.4K -$54.8K -818 -0.4%
AA
637
Apriem Advisors
California
$13K
MRCM
638
M&R Capital Management
New Jersey
$13K
MWP
639
MYCIO Wealth Partners
Pennsylvania
$13K
DAM
640
Delta Asset Management
Tennessee
$11K
MUS
641
Mitsubishi UFJ Securities
Japan
$11K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$10K
OC
643
Oakworth Capital
Alabama
$9K
NC
644
NewSquare Capital
Pennsylvania
$9K +$8.91K +133 New
LCS
645
Levin Capital Strategies
New York
$8.66K -$1.45M -21,575 -14%
PFBT
646
Parkside Financial Bank & Trust
Missouri
$8K +$871 +13 +13%
HR
647
Howe & Rusling
New York
$8K +$3.82K +57 +97%
SSB
648
Sandy Spring Bank
Maryland
$7K -$5.96K -89 -47%
TFA
649
Transamerica Financial Advisors
Florida
$7K -$201 -3 -3%
AWMS
650
Advocacy Wealth Management Services
Georgia
$7K