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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
626
Tower Research Capital (TRC)
New York
$103K +$96.1K +1,213 +7,581%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$101K +$3.81K +48 +4%
GLI
628
Guardian Life Insurance
New York
$98K
JCM
629
Jacobi Capital Management
Pennsylvania
$95K
NO
630
Ninety One
South Africa
$95K
EA
631
Edge Advisors
Georgia
$95K +$4.76K +60 +6%
AIS
632
Accurate Investment Solutions
Pennsylvania
$88K
NSIM
633
North Star Investment Management
Illinois
$88K
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$53.5K +675 +178%
WAP
635
Wealthcare Advisory Partners
Pennsylvania
$85K +$238 +3 +0.3%
GRP
636
Global Retirement Partners
California
$84K
WWM
637
Willingdon Wealth Management
North Carolina
$84K +$79.3K +1,000 New
BL
638
Balentine LLC
Georgia
$83K
ZB
639
Zions Bancorporation
Utah
$77K +$32.6K +411 +81%
VCM
640
Versant Capital Management
Arizona
$74K
WB
641
Webster Bank
Connecticut
$72K -$17.4K -220 -20%
VC
642
Vestor Capital
Illinois
$72K -$10.1K -128 -13%
CAW
643
Cornerstone Advisors (Washington)
Washington
$72K
NFG
644
Next Financial Group
Texas
$70K +$63.9K +806 +2,687%
CCM
645
Covington Capital Management
California
$68K +$64.5K +814 New
SIAS
646
Shine Investment Advisory Services
Colorado
$67K
PWM
647
Perigon Wealth Management
California
$65K
EMG
648
ETF Managers Group
New Jersey
$60K +$5.15K +65 +10%
CG
649
Cutler Group
California
$58K -$73.1K -922 -57%
ASN
650
Advisory Services Network
Georgia
$56K -$5.63K -71 -10%