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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
WT
426
Whittier Trust
California
$496K +$50.2K +869 +11%
UCFA
427
United Capital Financial Advisors
Texas
$490K +$16.9K +292 +3%
OCG
428
Opus Capital Group
Ohio
$476K -$34.1K -590 -7%
BAM
429
Burnham Asset Management
New York
$476K -$5.78K -100 -1%
FWCM
430
Ferguson Wellman Capital Management
Oregon
$473K
RL
431
Ruffer LLP
United Kingdom
$473K
MPAM
432
Murphy Pohlad Asset Management
Minnesota
$470K -$13K -225 -3%
PCM
433
Pointe Capital Management
Michigan
$469K +$143K +2,475 +43%
MYLI
434
Meiji Yasuda Life Insurance
Japan
$460K -$23.1K -400 -5%
WSFS
435
Wilmington Savings Fund Society
Delaware
$458K -$34.5K -597 -7%
CWA
436
Constellation Wealth Advisors
New York
$457K -$132K -2,290 -22%
SCM
437
Sterling Capital Management
North Carolina
$456K
DTL
438
Dynamic Technology Lab
Singapore
$440K +$100K +1,737 +29%
CCA
439
Catalyst Capital Advisors
New York
$437K +$445K +7,700 New
SIG
440
Schooner Investment Group
Pennsylvania
$429K -$144K -2,500 -25%
AI
441
Atria Investments
North Carolina
$429K -$19.8K -343 -4%
DCLA
442
Douglas C. Lane & Associates
New York
$427K -$140K -2,421 -24%
AP
443
Advisor Partners
California
$427K +$128K +2,213 +41%
FT
444
Fiduciary Trust
Massachusetts
$426K -$34.7K -600 -7%
LIC
445
Lodestar Investment Counsel
Illinois
$422K +$58 +1 +0%
QI
446
QS Investors
New York
$416K -$219K -3,800 -34%
BTW
447
Boston Trust Walden
Massachusetts
$400K
EWM
448
Evercore Wealth Management
New York
$397K
TH
449
TCTC Holdings
Texas
$397K
TRIM
450
Thompson Rubinstein Investment Management
Oregon
$389K -$32.2K -558 -8%