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MRSH

Marsh

602 hedge funds and large institutions have $24.8B invested in Marsh in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $23.4B → $24.8B (+$1.46B)

2% more funds holding

Funds holding: 590602 (+12)

1.39% more ownership

Funds ownership: 84.62%86.01% (+1.4%)

9% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $12.4M

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
426
Dodge & Cox
California
$436K -$138K -2,500 -24%
FWCM
427
Ferguson Wellman Capital Management
Oregon
$431K -$31.7K -575 -7%
OC
428
Oppenheimer & Co
New York
$429K -$55.4K -1,005 -12%
TH
429
TCTC Holdings
Texas
$429K
BAM
430
Burnham Asset Management
New York
$421K -$11K -200 -3%
UCFA
431
United Capital Financial Advisors
Texas
$420K +$9.26K +168 +2%
Janney Montgomery Scott
432
Janney Montgomery Scott
Pennsylvania
$420K +$417K +7,574 New
Jane Street
433
Jane Street
New York
$411K +$409K +7,421 New
QI
434
QS Investors
New York
$408K +$827 +15 +0.2%
QAM
435
Quantres Asset Management
Cayman Islands
$405K +$402K +7,300 New
FT
436
Fiduciary Trust
Massachusetts
$391K -$24.7K -448 -6%
EWM
437
Evercore Wealth Management
New York
$391K +$3.47K +63 +0.9%
Fuller & Thaler Asset Management
438
Fuller & Thaler Asset Management
California
$383K -$35.8K -650 -9%
TRIM
439
Thompson Rubinstein Investment Management
Oregon
$380K
DCLA
440
Douglas C. Lane & Associates
New York
$378K -$5.51K -100 -1%
MAM
441
Mizuho Asset Management
Japan
$369K +$42.2K +765 +13%
BTW
442
Boston Trust Walden
Massachusetts
$366K -$52.4K -950 -13%
DSC
443
Duncker Streett & Co
Missouri
$366K
NCM
444
Noesis Capital Mangement
Florida
$359K +$27K +490 +8%
IG
445
ING Group
Netherlands
$358K +$356K +6,453 New
PA
446
Pinnacle Associates
New York
$350K +$7.22K +131 +2%
CF
447
CenterStar Fund
Illinois
$349K
DK
448
Darrell & King
Virginia
$349K +$347K +6,300 New
CCMG
449
Clark Capital Management Group
Pennsylvania
$346K -$2.92K -53 -0.8%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$343K +$206K +3,741 +153%