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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
DCLA
351
Douglas C. Lane & Associates
New York
$998K -$252K -5,077 -21%
JMPWA
352
JP Morgan Private Wealth Advisors
California
$979K -$65.5K -1,319 -7%
MERSOM
353
Municipal Employees' Retirement System of Michigan
Michigan
$969K
Stifel Financial
354
Stifel Financial
Missouri
$963K -$16.1K -325 -2%
Mirae Asset Global Investments
355
Mirae Asset Global Investments
South Korea
$938K +$18.2K +367 +2%
QI
356
Quotient Investors
New York
$927K -$5.12K -103 -0.6%
SCM
357
Shelton Capital Management
Colorado
$913K
RBC
358
Ronald Blue & Co
Georgia
$904K +$467K +9,405 +117%
CBU
359
CIBC Bank USA
Illinois
$882K +$136K +2,745 +19%
PRC
360
Platte River Capital
Colorado
$870K
PA
361
Profund Advisors
Maryland
$859K -$39.3K -792 -5%
FA
362
FDx Advisors
Illinois
$849K +$113K +2,283 +16%
BKBG
363
BHF Kleinwort Benson Group
Belgium
$844K
CI
364
Conning Inc
Connecticut
$825K -$48.7K -980 -6%
BWAM
365
Boyd Watterson Asset Management
Ohio
$824K +$553K +11,127 +233%
AB
366
Amalgamated Bank
New York
$809K +$87.7K +1,766 +13%
ALA
367
Atherton Lane Advisers
California
$804K +$771K +15,515 New
CA
368
Cullinan Associates
Kentucky
$798K
PWLP
369
Prio Wealth Limited Partnership
Massachusetts
$785K -$9.94K -200 -1%
CAM
370
Cypress Asset Management
Texas
$777K
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$777K
RC
372
RBF Capital
California
$777K
NIC
373
Northwest Investment Counselors
Oregon
$770K -$12.7K -255 -2%
AT
374
Arden Trust
Delaware
$759K -$58.3K -1,174 -7%
LCM
375
Logan Capital Management
Pennsylvania
$731K -$539K -10,845 -43%