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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
EF
676
Empirical Finance
Pennsylvania
$17K +$16.2K +242 New
IWM
677
IHT Wealth Management
Illinois
$17K +$16.5K +246 New
KF
678
Krilogy Financial
Missouri
$16K -$5.43K -81 -25%
AW
679
Alpha Windward
Massachusetts
$16K -$134 -2 -0.8%
YWP
680
YorkBridge Wealth Partners
New York
$16K +$15.6K +232 New
WB
681
Webster Bank
Connecticut
$15K +$14.7K +220 New
QAM
682
QCI Asset Management
New York
$14K -$6.7K -100 -32%
AA
683
Apriem Advisors
California
$14K
LNB
684
Ledyard National Bank
$14K
MAM
685
Magellan Asset Management
Australia
$14K +$13.9K +207 New
AOWM
686
Alpha Omega Wealth Management
Virginia
$13K +$12.4K +185 New
MRCM
687
M&R Capital Management
New Jersey
$12K -$1.54K -23 -11%
MFBTD
688
MB Financial Bank - Trust Department
Illinois
$11K -$32K -478 -75%
DAM
689
Delta Asset Management
Tennessee
$11K
WIM
690
Westside Investment Management
California
$10.5K +$10.4K +155 New
SGAM
691
Smith Group Asset Management
Texas
$10K +$10.1K +150 New
NC
692
NewSquare Capital
Pennsylvania
$9K
OC
693
Oakworth Capital
Alabama
$9K
PFBT
694
Parkside Financial Bank & Trust
Missouri
$8K
EDRH
695
Edmond de Rothschild Holding
Switzerland
$8K +$3.42K +51 +85%
FAM
696
Fred Alger Management
New York
$8K +$4.29K +64 +116%
SPIA
697
Steward Partners Investment Advisory
New York
$8K +$8.92K +133 New
HR
698
Howe & Rusling
New York
$7K -$737 -11 -9%
AWMS
699
Advocacy Wealth Management Services
Georgia
$7K
MCM
700
MV Capital Management
Maryland
$7K