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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
PCTC
651
Perkins Coie Trust Company
Washington
$47K
YWP
652
YorkBridge Wealth Partners
New York
$47K +$17.9K +226 +69%
AC
653
Alexandria Capital
Virginia
$45K -$317 -4 -0.7%
IP
654
Intellectus Partners
California
$45K
SSB
655
Sandy Spring Bank
Maryland
$45K
TWA
656
TCI Wealth Advisors
Arizona
$45K
RWA
657
Ropes Wealth Advisors
Massachusetts
$42K
GT
658
Greenleaf Trust
Michigan
$38K +$36.1K +455 New
EFSCE
659
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
PCP
660
Proficio Capital Partners
Massachusetts
$34K -$2.22K -28 -6%
GAM
661
Gemmer Asset Management
California
$34K
JGIA
662
Jackson Grant Investment Advisers
Connecticut
$34K +$159 +2 +0.5%
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.8K
PMFA
664
Plante Moran Financial Advisors
Michigan
$32K +$317 +4 +1%
SPIA
665
Steward Partners Investment Advisory
New York
$31K +$4.76K +60 +19%
MUS
666
Mitsubishi UFJ Securities
Japan
$27K
NCM
667
Nelson Capital Management
California
$25K
TFO
668
Tarbox Family Office
California
$25K +$2.14K +27 +10%
BWP
669
Baldwin Wealth Partners
Massachusetts
$24K
DBT
670
Dubuque Bank & Trust
Iowa
$24K
AW
671
Alpha Windward
Massachusetts
$23K
MRCM
672
M&R Capital Management
New Jersey
$22K +$2.69K +34 +14%
KF
673
Krilogy Financial
Missouri
$19K -$1.11K -14 -6%
CHP
674
Cable Hill Partners
Oregon
$19K +$12.8K +161 +248%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$17K +$396 +5 +3%