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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
FA
376
FDx Advisors
Illinois
$688K -$11K -197 -1%
PAM
377
Princeton Alpha Management
New Jersey
$681K +$150K +2,687 +26%
CAM
378
Cypress Asset Management
Texas
$679K -$112K -2,000 -13%
CC
379
ClearArc Capital
Ohio
$671K -$26.4K -472 -4%
Creative Planning
380
Creative Planning
Kansas
$668K +$715K +12,801 New
PA
381
Profund Advisors
Maryland
$662K -$292K -5,232 -29%
GP
382
GLG Partners
United Kingdom
$653K
Daiwa Securities Group
383
Daiwa Securities Group
Japan
$648K
Nomura Holdings
384
Nomura Holdings
Japan
$634K -$3.42M -61,258 -83%
OMCS
385
Old Mutual Customised Solutions
South Africa
$632K
FPCM
386
Financial Partners Capital Management
New York
$630K -$150K -2,694 -18%
RBC
387
Ronald Blue & Co
Georgia
$628K -$416K -7,442 -38%
PI
388
Putnam Investments
Massachusetts
$625K -$61.4K -1,100 -8%
DILH
389
Dai-ichi Life Holdings
Japan
$619K
WEC
390
Winslow Evans & Crocker
Massachusetts
$618K
PAG
391
Private Advisor Group
New Jersey
$610K -$288K -5,166 -31%
CI
392
Constellation Investments
Ohio
$595K -$11.2K -200 -2%
FTIOP
393
Fiduciary Trust International of Pennsylvania
Pennsylvania
$594K
VRS
394
Virginia Retirement Systems
Virginia
$592K +$5.92K +106 +0.9%
RIG
395
Roosevelt Investment Group
New York
$589K -$72.6K -1,300 -10%
DBIA
396
Dumont & Blake Investment Advisors
New Jersey
$563K -$5.58K -100 -0.9%
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$554K
First Manhattan
398
First Manhattan
New York
$543K
Dodge & Cox
399
Dodge & Cox
California
$541K
CCS
400
Crosspoint Capital Strategies
California
$535K -$414K -7,412 -42%