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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
IR
651
Invictus RG
Bermuda
$56K +$40.4K +603 +272%
SFS
652
Sowell Financial Services
Arkansas
$43K +$40.1K +598 New
EFSCE
653
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$2.82K +42 +7%
PCTC
654
Perkins Coie Trust Company
Washington
$38K +$37.7K +563 New
SSB
655
Sandy Spring Bank
Maryland
$37K +$29.6K +442 +442%
LA
656
Legacy Advisors
Pennsylvania
$37K +$37.5K +559 New
AC
657
Alexandria Capital
Virginia
$36K -$33.5K -500 -48%
IP
658
Intellectus Partners
California
$36K +$35.6K +531 New
NCM
659
Nelson Capital Management
California
$34K
RWA
660
Ropes Wealth Advisors
Massachusetts
$34K +$33.5K +500 New
TWA
661
TCI Wealth Advisors
Arizona
$33K +$32.6K +486 New
PCP
662
Proficio Capital Partners
Massachusetts
$29K -$2.15K -32 -7%
DBT
663
Dubuque Bank & Trust
Iowa
$28K +$13.6K +203 +100%
GAM
664
Gemmer Asset Management
California
$27K
JGIA
665
Jackson Grant Investment Advisers
Connecticut
$27K +$201 +3 +0.8%
PMFA
666
Plante Moran Financial Advisors
Michigan
$27K +$5.09K +76 +24%
PCM
667
Penserra Capital Management
California
$24K +$4.83K +72 +25%
BIG
668
Bellwether Investment Group
Tennessee
$24K +$23.5K +351 New
AWM
669
AllSquare Wealth Management
New York
$23K
DCP
670
DSM Capital Partners
Florida
$21K
ZB
671
Zions Bancorporation
Utah
$21K
PA
672
Perennial Advisors
New York
$20K +$19.4K +290 New
BFEC
673
Benjamin F. Edwards & Company
Missouri
$19K -$10.1K -151 -35%
TFO
674
Tarbox Family Office
California
$18K
EARNEST Partners
675
EARNEST Partners
Georgia
$18K +$17.7K +264 New