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MRSH

Marsh

599 hedge funds and large institutions have $25.5B invested in Marsh in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $13.5M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% less funds holding

Funds holding: 601599 (-2)

1% less capital invested

Capital invested by funds: $25.8B → $25.5B (-$257M)

1.55% less ownership

Funds ownership: 85.26%83.71% (-1.5%)

32% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 258

Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
43
Increased
176
Reduced
258
Closed
37
Calls
$19.4M
Puts
$13.5M
Net Calls
+$5.88M
Net Calls Change
+$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
351
Spectrum Asset Management (California)
California
$1.06M -$10.1K -175 -0.9%
SCM
352
Shelton Capital Management
Colorado
$1.04M
PA
353
Profund Advisors
Maryland
$1.02M +$157K +2,719 +18%
LPL Financial
354
LPL Financial
California
$1.01M -$52.7K -912 -5%
CCS
355
Crosspoint Capital Strategies
California
$1M -$116K -2,000 -10%
Two Sigma Investments
356
Two Sigma Investments
New York
$1M -$4.19M -72,513 -80%
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$996K +$13.9K +241 +1%
NC
358
Nicholas Company
Wisconsin
$986K
Federated Hermes
359
Federated Hermes
Pennsylvania
$976K -$469K -8,115 -32%
WF
360
Welch & Forbes
Massachusetts
$971K -$51.6K -894 -5%
ALA
361
Atherton Lane Advisers
California
$967K -$11.1K -192 -1%
CBU
362
CIBC Bank USA
Illinois
$964K +$25.1K +435 +3%
JMPWA
363
JP Morgan Private Wealth Advisors
California
$961K -$4.56K -79 -0.5%
AIM
364
Assured Investment Management
New York
$960K +$978K +16,929 New
PAG
365
Private Advisor Group
New Jersey
$955K +$388K +6,721 +66%
NIC
366
Northwest Investment Counselors
Oregon
$953K -$8.2K -142 -0.8%
DCM
367
Dynamic Capital Management
Jersey
$939K +$463K +8,024 +94%
HFS
368
HL Financial Services
Kentucky
$930K -$8.89K -154 -0.9%
BA
369
Bridgewater Associates
Connecticut
$921K +$938K +16,247 New
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$908K +$1.16K +20 +0.1%
ICAS
371
Investors Capital Advisory Services
Massachusetts
$908K +$36.7K +635 +4%
NB
372
Norinchukin Bank
Japan
$853K -$87.6K -1,517 -9%
CAM
373
Cypress Asset Management
Texas
$850K
CI
374
Conning Inc
Connecticut
$843K -$7.51K -130 -0.9%
FPCM
375
Financial Partners Capital Management
New York
$837K +$404 +7 +0%