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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
MAM
701
Meeder Asset Management
Ohio
$10K
NC
702
NewSquare Capital
Pennsylvania
$10K
OFW
703
Omnia Family Wealth
Florida
$10K +$3.7K +49 +66%
FAM
704
Fred Alger Management
New York
$9K
QAM
705
QCI Asset Management
New York
$9K
PA
706
Perennial Advisors
New York
$9K +$9.06K +120 New
AWMS
707
Advocacy Wealth Management Services
Georgia
$8K
MA
708
MCF Advisors
Kentucky
$8K
PK
709
Pflug Koory
Nebraska
$8K
PO
710
Private Ocean
California
$8K
SCA
711
Stuart Chaussee & Associates
California
$8K
AAP
712
Arax Advisory Partners
Colorado
$8K +$6.12K +81 +426%
MIM
713
Macroview Investment Management
Maryland
$8K +$7.78K +103 New
CB
714
Community Bank
New York
$7K +$7.02K +93 New
HIM
715
Hillsdale Investment Management
Ontario, Canada
$6K -$378 -5 -6%
AP
716
Atwood & Palmer
Missouri
$6K
BC
717
Barnett & Company
Tennessee
$6K
LWM
718
Lenox Wealth Management
Ohio
$6K +$5.66K +75 New
MCM
719
MV Capital Management
Maryland
$5K -$2.72K -36 -35%
AF
720
Allworth Financial
California
$5K -$2.04K -27 -29%
CHP
721
Cable Hill Partners
Oregon
$5K
FMP
722
Financial Management Professionals
Texas
$4K
OC
723
Oakworth Capital
Alabama
$4K
TDC
724
Thompson Davis & Co
Virginia
$4K
WC
725
Whitnell & Co
Illinois
$4K