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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
Aviva
126
Aviva
United Kingdom
$25.2M +$246K +3,260 +1%
BBHC
127
Brown Brothers Harriman & Co
New York
$23.9M -$4.17M -55,261 -15%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$23.6M +$78.6K +1,041 +0.3%
ASC
129
Atalanta Sosnoff Capital
New York
$23M -$759K -10,051 -3%
SO
130
STRS Ohio
Ohio
$22.8M -$1.24M -16,399 -5%
BHC
131
Bowen Hanes & Co
Florida
$22.6M
First Trust Advisors
132
First Trust Advisors
Illinois
$22.2M -$820K -10,864 -4%
VDI
133
Vaughan David Investments
Illinois
$22M +$310K +4,099 +1%
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$21.8M -$3.37M -44,610 -14%
AAM
135
Aberdeen Asset Management
United Kingdom
$21.7M +$2.26M +29,865 +12%
CI
136
Capital International
California
$21.6M
DCM
137
Donaldson Capital Management
Indiana
$21.6M +$20.9M +277,024 New
AQR Capital Management
138
AQR Capital Management
Connecticut
$21.5M +$1.59M +21,046 +8%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.2M +$227K +3,001 +1%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$21M -$369K -4,889 -2%
Truist Financial
141
Truist Financial
North Carolina
$20.8M -$1.46M -19,351 -7%
WG
142
Winton Group
United Kingdom
$20.7M +$7.62M +100,855 +61%
BCIM
143
British Columbia Investment Management
British Columbia, Canada
$20.6M -$486K -6,438 -2%
AssetMark Inc
144
AssetMark Inc
California
$20.5M +$852K +11,289 +4%
Ninety One (UK)
145
Ninety One (UK)
United Kingdom
$20.4M -$2.89M -38,323 -13%
RJA
146
Raymond James & Associates
Florida
$20M -$1.14M -15,145 -6%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$19.5M +$69.3K +918 +0.4%
FPCG
148
Fort Pitt Capital Group
Pennsylvania
$19.3M -$174K -2,300 -0.9%
US Bancorp
149
US Bancorp
Minnesota
$19.1M -$481K -6,367 -3%
EVM
150
Eaton Vance Management
Massachusetts
$18.9M -$304K -4,032 -2%