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MRSH

Marsh

737 hedge funds and large institutions have $34B invested in Marsh in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 243 increasing their positions, 275 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

3% more funds holding

Funds holding: 719737 (+18)

5% more capital invested

Capital invested by funds: $32.5B → $34B (+$1.53B)

0.72% less ownership

Funds ownership: 85.39%84.67% (-0.72%)

12% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 275

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

46% less call options, than puts

Call options by funds: $27M | Put options by funds: $49.8M

Holders
737
Holders Change
+18
Holders Change %
+2.5%
% of All Funds
18.37%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
69
Increased
243
Reduced
275
Closed
48
Calls
$27M
Puts
$49.8M
Net Calls
-$22.8M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
676
YorkBridge Wealth Partners
New York
$26K
MUS
677
Mitsubishi UFJ Securities
Japan
$25K +$22.7K +300 +1,500%
SPIA
678
Steward Partners Investment Advisory
New York
$24K -$5.97K -79 -20%
NCM
679
Nelson Capital Management
California
$23K -$15.1K -200 -40%
DBT
680
Dubuque Bank & Trust
Iowa
$22K -$10.7K -142 -33%
BWP
681
Baldwin Wealth Partners
Massachusetts
$22K
TFO
682
Tarbox Family Office
California
$21K
AW
683
Alpha Windward
Massachusetts
$21K +$2.27K +30 +13%
ACM
684
Armbruster Capital Management
New York
$20K +$19.4K +257 New
PHK
685
Point72 Hong Kong
Hong Kong
$19K -$106K -1,400 -85%
KF
686
Krilogy Financial
Missouri
$19K
PCM
687
Prelude Capital Management
New York
$18K -$201K -2,667 -92%
MRCM
688
M&R Capital Management
New Jersey
$18K +$5.89K +78 +48%
DAM
689
Delta Asset Management
Tennessee
$17K
PFBT
690
Parkside Financial Bank & Trust
Missouri
$16K +$6.57K +87 +77%
GEA
691
Glen Eagle Advisors
New Jersey
$15.1K +$14.7K +194 New
AOWM
692
Alpha Omega Wealth Management
Virginia
$14K
BAM
693
Bruderman Asset Management
New York
$14K +$13.3K +176 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$13K
MCIA
695
Mountain Capital Investment Advisors
Colorado
$13K +$12.4K +164 New
WIM
696
Westside Investment Management
California
$12.1K
BFEC
697
Benjamin F. Edwards & Company
Missouri
$12K -$9.36K -124 -44%
SGAM
698
Smith Group Asset Management
Texas
$12K -$4.53K -60 -29%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$11.3K +149 New
MFBTD
700
MB Financial Bank - Trust Department
Illinois
$10K