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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
CWM
701
Catamount Wealth Management
Connecticut
$4K
FMP
702
Financial Management Professionals
Texas
$4K
TDC
703
Thompson Davis & Co
Virginia
$4K
WC
704
Whitnell & Co
Illinois
$4K +$4K +56 New
HCA
705
Harbour Capital Advisors
Virginia
$3.33K +$3.22K +45 New
CIM
706
Contravisory Investment Management
Massachusetts
$3K
FIB
707
First Interstate Bank
Montana
$3K
CBT
708
Central Bank & Trust
Kentucky
$3K +$2.57K +36 New
NFG
709
Next Financial Group
Texas
$2K -$59.2K -828 -97%
TFA
710
Transamerica Financial Advisors
Florida
$2K -$1K -14 -41%
VIA
711
Vantage Investment Advisors
Pennsylvania
$2K
PFO
712
Pathstone Family Office
New Jersey
$2K +$1.64K +23 New
PB
713
Pinnacle Bancorp
Nebraska
$2K +$2.29K +32 New
SM
714
Sciencast Management
New Jersey
$1.74K +$669K +9,360 +66%
Walleye Trading
715
Walleye Trading
New York
$1.57K -$1.35M -18,888 -47%
MUS
716
Mitsubishi UFJ Securities
Japan
$1K -$1.43K -20 -50%
AAP
717
Arax Advisory Partners
Colorado
$1K
BWM
718
Baystate Wealth Management
Massachusetts
$1K +$715 +10 New
SLF
719
Sun Life Financial
Ontario, Canada
$278 +$143 +2 +11%
Viking Global Investors
720
Viking Global Investors
Connecticut
-$115M -1,696,801 Closed
SC
721
Sculptor Capital
New York
-$23.7M -350,000 Closed
ECA
722
Endeavour Capital Advisors
Connecticut
-$19.7M -291,213 Closed
LCM
723
Lomas Capital Management
New York
-$17.4M -257,832 Closed
OTPPB
724
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$15.4M -227,305 Closed
QT
725
Quantbot Technologies
New York
-$10.3M -152,337 Closed