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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
WTB
626
Washington Trust Bank
Washington
$114K -$939 -14 -0.8%
AIM
627
Advantage Investment Management
Iowa
$109K -$3.02K -45 -3%
JIC
628
Joel Isaacson & Co
New York
$106K
CTC
629
Central Trust Company
Missouri
$95K
OFS
630
Orrstown Financial Services
Pennsylvania
$88K
TF
631
Tompkins Financial
New York
$83K
PI
632
PineBridge Investments
New York
$82K -$132K -1,976 -62%
RS
633
Robeco Schweiz
Switzerland
$81K
WTC
634
WhitTier Trust Company
Nevada
$81K
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$78K +$68.2K +1,017 +711%
JCM
636
Jacobi Capital Management
Pennsylvania
$77K
NO
637
Ninety One
South Africa
$77K +$5.23K +78 +7%
Acadian Asset Management
638
Acadian Asset Management
Massachusetts
$75K +$74.2K +1,107 New
CFA
639
Carroll Financial Associates
North Carolina
$72K +$4.69K +70 +7%
AIS
640
Accurate Investment Solutions
Pennsylvania
$71K
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$69K
AA
642
Ancora Advisors
Ohio
$68K +$67K +1,000 New
GRP
643
Global Retirement Partners
California
$68K +$67K +1,000 New
NSIM
644
North Star Investment Management
Illinois
$68K +$67K +1,000 New
BL
645
Balentine LLC
Georgia
$67K +$14.1K +210 +27%
EA
646
Edge Advisors
Georgia
$67K +$67.2K +1,003 New
VC
647
Vestor Capital
Illinois
$61K
VCM
648
Versant Capital Management
Arizona
$59K -$11K -164 -16%
NFG
649
Next Financial Group
Texas
$58K -$1.14K -17 -2%
CAW
650
Cornerstone Advisors (Washington)
Washington
$58K +$2.48K +37 +4%