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MRSH

Marsh

808 hedge funds and large institutions have $35.4B invested in Marsh in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 40

13% more funds holding

Funds holding: 718808 (+90)

0.41% less ownership

Funds ownership: 85.82%85.41% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less capital invested

Capital invested by funds: $36.9B → $35.4B (-$1.41B)

23% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $29.4M

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
808
Holders Change
+90
Holders Change %
+12.53%
% of All Funds
18.33%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.14%
New
133
Increased
262
Reduced
269
Closed
40
Calls
$22.8M
Puts
$29.4M
Net Calls
-$6.63M
Net Calls Change
+$7.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
Baystate Wealth Management
Massachusetts
$1K
RIA
802
RPG Investment Advisory
California
$1K
BAM
803
Barrett Asset Management
New York
$1K +$914 +11 New
FMA
804
FNY Managed Accounts
New York
$1K +$1.5K +18 New
PCG
805
Private Capital Group
Connecticut
$189 +$193K +2,321 New
NFA
806
Nationwide Fund Advisors
Ohio
-$15.7M -186,977 Closed
Credit Agricole
807
Credit Agricole
France
-$15.6M -186,474 Closed
MWNA
808
Marshall Wace North America
New York
-$13.5M -161,054 Closed
QIM
809
Quantitative Investment Management
Virginia
-$11.9M -141,700 Closed
SC
810
Samlyn Capital
New York
-$11.4M -136,460 Closed
DCM
811
Dynamic Capital Management
Jersey
-$9M -107,396 Closed
SIA
812
Sit Investment Associates
Minnesota
-$7.96M -95,000 Closed
LPC
813
Loeb Partners Corp
New York
-$7.26M -86,600 Closed
Alyeska Investment Group
814
Alyeska Investment Group
Illinois
-$1.7M -20,276 Closed
PCM
815
Prelude Capital Management
New York
-$1.04M -12,467 Closed
AIM
816
Assured Investment Management
New York
-$997K -11,894 Closed
Voloridge Investment Management
817
Voloridge Investment Management
Florida
-$631K -7,528 Closed
BPM
818
Bowling Portfolio Management
Ohio
-$432K -5,158 Closed
DCP
819
DSM Capital Partners
Florida
-$365K -4,350 Closed
MYLI
820
Meiji Yasuda Life Insurance
Japan
-$327K -3,900 Closed
NPC
821
National Planning Corporation
California
-$302K -3,604 Closed
GC
822
Gratry & Company
Ohio
-$285K -3,405 Closed
1832 Asset Management
823
1832 Asset Management
Ontario, Canada
-$246K -3,026 Closed
AT
824
Argent Trust
Texas
-$222K -2,649 Closed
FWM
825
Frontier Wealth Management
Missouri
-$216K -2,582 Closed