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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
WTC
626
WhitTier Trust Company
Nevada
$94K +$5.72K +80 +7%
TF
627
Tompkins Financial
New York
$91K
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$86K
JCM
629
Jacobi Capital Management
Pennsylvania
$84K
NO
630
Ninety One
South Africa
$84K
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$82K
SBA
632
Seven Bridges Advisors
New York
$81K +$78.1K +1,093 New
WB
633
Webster Bank
Connecticut
$80K +$61.5K +860 +391%
AIS
634
Accurate Investment Solutions
Pennsylvania
$78K
CFA
635
Carroll Financial Associates
North Carolina
$78K
NSIM
636
North Star Investment Management
Illinois
$78K +$3.57K +50 +5%
WAP
637
Wealthcare Advisory Partners
Pennsylvania
$75K
GRP
638
Global Retirement Partners
California
$75K +$857 +12 +1%
BL
639
Balentine LLC
Georgia
$73K
VCM
640
Versant Capital Management
Arizona
$65K
VC
641
Vestor Capital
Illinois
$64K -$2.86K -40 -4%
CAW
642
Cornerstone Advisors (Washington)
Washington
$64K
PCP
643
Proficio Capital Partners
Massachusetts
$60K +$26K +364 +84%
PWM
644
Perigon Wealth Management
California
$57K +$55.5K +776 New
IUHSA
645
Itau Unibanco Holding S.A.
Brazil
$57K +$55.5K +777 New
ASN
646
Advisory Services Network
Georgia
$55K +$53.1K +743 New
JG
647
Jefferies Group
New York
$52K -$2.51M -35,130 -98%
Simplex Trading
648
Simplex Trading
Illinois
$50K +$48.9K +685 New
EFSCE
649
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
PCTC
650
Perkins Coie Trust Company
Washington
$42K