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MRSH

Marsh

590 hedge funds and large institutions have $23.4B invested in Marsh in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 83.71%84.62% (+0.91%)

2% less funds holding

Funds holding: 599590 (-9)

8% less capital invested

Capital invested by funds: $25.5B → $23.4B (-$2.13B)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

44% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $23M

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.48%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
326
Nichols Asset Management
Massachusetts
$1.18M
MNBTD
327
Moody National Bank Trust Division
Texas
$1.14M
Citadel Advisors
328
Citadel Advisors
Florida
$1.13M -$7.49M -134,236 -86%
UR
329
USCA RIA
Texas
$1.13M +$31.1K +557 +3%
WBC
330
Westpac Banking Corp
Australia
$1.12M +$1.01M +18,018 +519%
RFC
331
Regions Financial Corp
Alabama
$1.11M -$6.64K -119 -0.6%
Nordea Investment Management
332
Nordea Investment Management
Sweden
$1.07M +$4.02K +72 +0.4%
RC
333
RBF Capital
California
$1.04M
NMIMC
334
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M
AB
335
Amalgamated Bank
New York
$1.03M +$33.7K +603 +3%
MC
336
Miles Capital
Iowa
$997K +$427K +7,651 +67%
SAMC
337
Spectrum Asset Management (California)
California
$973K
LPL Financial
338
LPL Financial
California
$971K +$19.2K +343 +2%
SCM
339
Shelton Capital Management
Colorado
$962K
BWAM
340
Boyd Watterson Asset Management
Ohio
$937K -$61.5K -1,102 -6%
MFBTD
341
MB Financial Bank - Trust Department
Illinois
$927K -$9.1M -162,915 -90%
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$925K +$8.1K +145 +0.8%
Allianz Asset Management
343
Allianz Asset Management
Germany
$922K +$270K +4,829 +38%
NCCM
344
Nine Chapters Capital Management
New Jersey
$919K +$346K +6,200 +54%
RJFSA
345
Raymond James Financial Services Advisors
Florida
$917K +$981K +17,567 New
NC
346
Nicholas Company
Wisconsin
$908K
WF
347
Welch & Forbes
Massachusetts
$895K
CBU
348
CIBC Bank USA
Illinois
$894K +$4.63K +83 +0.5%
ALA
349
Atherton Lane Advisers
California
$891K
NIC
350
Northwest Investment Counselors
Oregon
$890K +$13.5K +241 +1%