We are live on ! Find out more
MRSH

Marsh

605 hedge funds and large institutions have $29.7B invested in Marsh in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 224 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $16.9M

247% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $24.5B → $29.7B (+$5.24B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 567605 (+38)

0.19% more ownership

Funds ownership: 85.95%86.14% (+0.19%)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 224

Holders
605
Holders Change
+38
Holders Change %
+6.7%
% of All Funds
16.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
66
Increased
194
Reduced
224
Closed
19
Calls
$73.9M
Puts
$16.9M
Net Calls
+$57M
Net Calls Change
-$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
351
Welch & Forbes
Massachusetts
$1.15M -$7.95K -145 -0.7%
CB
352
Cooke & Bieler
Pennsylvania
$1.15M
CA
353
Cullinan Associates
Kentucky
$1.14M
PA
354
Profund Advisors
Maryland
$1.13M +$64.2K +1,170 +6%
HFS
355
HL Financial Services
Kentucky
$1.13M +$433K +7,889 +67%
RBC
356
Ronald Blue & Co
Georgia
$1.12M -$1.37K -25 -0.1%
SAMC
357
Spectrum Asset Management (California)
California
$1.11M +$1.07M +19,460 New
RIG
358
Roosevelt Investment Group
New York
$1.11M -$128K -2,333 -11%
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$11.7K -213 -1%
MERSOM
360
Municipal Employees' Retirement System of Michigan
Michigan
$1.09M
JMPWA
361
JP Morgan Private Wealth Advisors
California
$1.08M -$5.65K -103 -0.5%
Nordea Investment Management
362
Nordea Investment Management
Sweden
$1.07M -$209K -3,808 -17%
CCS
363
Crosspoint Capital Strategies
California
$1.07M +$1.02M +18,664 New
CLOS
364
Compagnie Lombard Odier SCmA
Switzerland
$1.06M -$480K -8,749 -32%
Citigroup
365
Citigroup
New York
$1.05M -$1.39M -25,306 -58%
ALA
366
Atherton Lane Advisers
California
$1.03M
QI
367
Quotient Investors
New York
$1.02M
Mirae Asset Global Investments
368
Mirae Asset Global Investments
South Korea
$1.01M -$26.8K -488 -3%
SCM
369
Shelton Capital Management
Colorado
$1.01M
BWAM
370
Boyd Watterson Asset Management
Ohio
$1M +$38.3K +699 +4%
NC
371
Nicholas Company
Wisconsin
$995K -$4.23M -77,080 -82%
CBU
372
CIBC Bank USA
Illinois
$984K +$8.78K +160 +0.9%
JIP
373
Jaffetilchin Investment Partners
Florida
$979K +$497K +9,062 +113%
FA
374
FDx Advisors
Illinois
$963K +$13.6K +248 +1%
NIC
375
Northwest Investment Counselors
Oregon
$953K +$51.2K +933 +6%