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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
AC
651
Alexandria Capital
Virginia
$40K
SSB
652
Sandy Spring Bank
Maryland
$40K
IP
653
Intellectus Partners
California
$39K
ZB
654
Zions Bancorporation
Utah
$39K +$15.7K +220 +70%
NCM
655
Nelson Capital Management
California
$37K
RWA
656
Ropes Wealth Advisors
Massachusetts
$37K
TWA
657
TCI Wealth Advisors
Arizona
$36K
DBT
658
Dubuque Bank & Trust
Iowa
$32K +$1.57K +22 +5%
CG
659
Cutler Group
California
$31K +$30.6K +428 New
GAM
660
Gemmer Asset Management
California
$30K
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$30K +$143 +2 +0.5%
PMFA
662
Plante Moran Financial Advisors
Michigan
$29K -$715 -10 -3%
SPIA
663
Steward Partners Investment Advisory
New York
$29K +$19K +266 +200%
BIG
664
Bellwether Investment Group
Tennessee
$26K
YWP
665
YorkBridge Wealth Partners
New York
$24K +$6.93K +97 +42%
BFEC
666
Benjamin F. Edwards & Company
Missouri
$21K
BWP
667
Baldwin Wealth Partners
Massachusetts
$21K +$20.4K +286 New
TFO
668
Tarbox Family Office
California
$20K
AW
669
Alpha Windward
Massachusetts
$18K
DAM
670
Delta Asset Management
Tennessee
$17K +$3.86K +54 +32%
KF
671
Krilogy Financial
Missouri
$16K
AA
672
Apriem Advisors
California
$15K
SGAM
673
Smith Group Asset Management
Texas
$15K +$4.29K +60 +40%
AOWM
674
Alpha Omega Wealth Management
Virginia
$14K
EDRH
675
Edmond de Rothschild Holding
Switzerland
$14K +$5.22K +73 +66%