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MRSH

Marsh

568 hedge funds and large institutions have $23B invested in Marsh in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $9.21M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

3% more funds holding

Funds holding: 550568 (+18)

2% more capital invested

Capital invested by funds: $22.5B → $23B (+$445M)

0.1% more ownership

Funds ownership: 84.99%85.09% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 224

Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.21M
Net Calls
+$10.1M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
326
Parthenon LLC
Kentucky
$1.27M
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$1.25M -$101K -2,102 -8%
MIM
328
Midwest Investment Management
Ohio
$1.24M +$70.9K +1,480 +6%
LCM
329
Logan Capital Management
Pennsylvania
$1.23M -$14.6K -305 -1%
AAM
330
Advisors Asset Management
Colorado
$1.21M +$238K +4,974 +25%
ANRIA
331
American National Registered Investment Advisor
Texas
$1.21M
DCLA
332
Douglas C. Lane & Associates
New York
$1.2M -$1.44M -30,098 -55%
AIM
333
abrdn Investment Management
United Kingdom
$1.2M -$3.38M -70,562 -74%
RIG
334
Roosevelt Investment Group
New York
$1.18M -$184K -3,850 -14%
OA
335
OFI Advisors
Pennsylvania
$1.13M +$28.5K +594 +3%
RBA
336
Richard Bernstein Advisors
New York
$1.12M
1IC
337
1919 Investment Counsel
Maryland
$1.11M +$192 +4 +0%
BPBT
338
Boston Private Bank & Trust
Massachusetts
$1.09M +$510K +10,638 +93%
NCA
339
NCM Capital Advisers
North Carolina
$1.08M -$629K -13,125 -37%
BVDMP
340
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.08M -$120K -2,500 -10%
MNBTD
341
Moody National Bank Trust Division
Texas
$1.07M
HNB
342
Huntington National Bank
Ohio
$1.03M +$24.2K +505 +2%
Allianz Asset Management
343
Allianz Asset Management
Germany
$1.03M -$147K -3,072 -13%
SFM
344
Signature Financial Management
Virginia
$1.02M
VAM
345
Visium Asset Management
New York
$1.01M +$207K +4,326 +27%
Federated Hermes
346
Federated Hermes
Pennsylvania
$1M -$19K -396 -2%
JMPWA
347
JP Morgan Private Wealth Advisors
California
$997K +$117K +2,449 +14%
WF
348
Welch & Forbes
Massachusetts
$993K
CB
349
Cooke & Bieler
Pennsylvania
$986K -$38.3K -800 -4%
CA
350
Cullinan Associates
Kentucky
$986K