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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
PO
701
Private Ocean
California
$7K +$6.7K +100 New
FHA
702
First Horizon Advisors
Tennessee
$6K
FFW
703
Fusion Family Wealth
New York
$6K +$6.84K +102 New
AP
704
Atwood & Palmer
Missouri
$5K
BC
705
Barnett & Company
Tennessee
$5K
HIM
706
Hillsdale Investment Management
Ontario, Canada
$5K +$335 +5 +7%
OFW
707
Omnia Family Wealth
Florida
$5K +$4.96K +74 New
AF
708
Allworth Financial
California
$4K
CHP
709
Cable Hill Partners
Oregon
$4K
CWM
710
Catamount Wealth Management
Connecticut
$4K
FMP
711
Financial Management Professionals
Texas
$4K
TDC
712
Thompson Davis & Co
Virginia
$4K
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.22K +63 New
MUS
714
Mitsubishi UFJ Securities
Japan
$3K -$8.04K -120 -75%
TFA
715
Transamerica Financial Advisors
Florida
$3K -$4.09K -61 -64%
CIM
716
Contravisory Investment Management
Massachusetts
$3K
IDBONY
717
Israel Discount Bank of New York
New York
$3K +$2.68K +40 New
LS
718
Livforsakringsbolaget Skandia
Sweden
$2.54K -$2.34M -34,849 -48%
ACS
719
Archford Capital Strategies
Illinois
$2K
FIB
720
First Interstate Bank
Montana
$2K
VIA
721
Vantage Investment Advisors
Pennsylvania
$2K
AWM
722
Avior Wealth Management
Nebraska
$2K +$2.15K +32 New
FNBT
723
FineMark National Bank & Trust
Florida
$1K
KT
724
Kanaly Trust
Texas
$1K
AAP
725
Arax Advisory Partners
Colorado
$1K +$1.27K +19 New