We are live on ! Find out more
MRSH

Marsh

558 hedge funds and large institutions have $24.4B invested in Marsh in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 204 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,486% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $4.51M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $23B → $24.4B (+$1.45B)

0.64% more ownership

Funds ownership: 85.09%85.73% (+0.64%)

0% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 204

2% less funds holding

Funds holding: 568558 (-10)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

Holders
558
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
16.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
39
Increased
205
Reduced
204
Closed
45
Calls
$71.5M
Puts
$4.51M
Net Calls
+$67M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
301
William Blair & Company
Illinois
$1.85M -$44.1K -887 -2%
NAM
302
Nichols Asset Management
Massachusetts
$1.84M
SIM
303
Sentry Investment Management
Wisconsin
$1.8M +$124K +2,500 +8%
Fayez Sarofim & Co
304
Fayez Sarofim & Co
Texas
$1.71M
AAM
305
Advisors Asset Management
Colorado
$1.7M +$414K +8,328 +34%
PAG
306
Private Advisor Group
New Jersey
$1.66M -$20.3K -408 -1%
EIM
307
Essex Investment Management
Massachusetts
$1.62M -$2.98K -60 -0.2%
BE
308
Bonness Enterprises
District of Columbia
$1.6M -$199K -4,000 -11%
B
309
Barings
North Carolina
$1.58M -$124K -2,500 -8%
HighTower Advisors
310
HighTower Advisors
Illinois
$1.54M -$47.3K -953 -3%
BHWM
311
Bar Harbor Wealth Management
New Hampshire
$1.51M -$32.9K -662 -2%
CPS
312
Counsel Portfolio Services
Ontario, Canada
$1.5M -$267K -5,374 -16%
PAM
313
Panagora Asset Management
Massachusetts
$1.48M -$4.9M -98,589 -78%
PG
314
PEAK6 Group
Illinois
$1.47M +$1.41M +28,411 New
MCM
315
Munder Capital Management
Michigan
$1.45M -$68.3K -1,375 -5%
CLOS
316
Compagnie Lombard Odier SCmA
Switzerland
$1.44M
DnB Asset Management
317
DnB Asset Management
Norway
$1.44M +$1.38M +27,745 New
CTA
318
Chesley Taft & Associates
Illinois
$1.43M +$1.94K +39 +0.1%
LPL Financial
319
LPL Financial
California
$1.43M +$497 +10 +0%
NSEDCP
320
NJ State Employees Deferred Compensation Plan
New Jersey
$1.4M
Rafferty Asset Management
321
Rafferty Asset Management
New York
$1.39M +$1.01M +20,292 +310%
CSIC
322
Clifford Swan Investment Counsel
California
$1.38M -$24.8K -500 -2%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$1.37M +$55.5K +1,117 +4%
SFM
324
Signature Financial Management
Virginia
$1.35M +$266K +5,354 +26%
NCA
325
NCM Capital Advisers
North Carolina
$1.34M +$196K +3,950 +18%