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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
Parallax Volatility Advisers
451
Parallax Volatility Advisers
California
$388K +$198K +3,425 +100%
DSC
452
Duncker Streett & Co
Missouri
$374K
PA
453
Pinnacle Associates
New York
$365K +$20.8K +360 +6%
Lazard Asset Management
454
Lazard Asset Management
New York
$358K -$57.8K -1,001 -14%
CCMG
455
Clark Capital Management Group
Pennsylvania
$356K -$92.6K -1,603 -20%
W
456
Wealthfront
California
$347K +$59.5K +1,030 +20%
DI
457
Diligent Investors
California
$342K
BC
458
Bartlett & Co
Ohio
$341K
NRS
459
Neville Rodie & Shaw
New York
$340K -$11.4K -198 -3%
NCM
460
Noesis Capital Mangement
Florida
$340K
ECM
461
Everence Capital Management
Indiana
$336K
BAAM
462
Baker Avenue Asset Management
California
$332K
CPA
463
Capital Planning Advisors
California
$331K
TSBJ
464
Trevor, Stewart, Burton & Jacobsen
New York
$322K -$1.78M -30,800 -84%
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$321K -$57.8K -1,000 -15%
OWP
466
Obermeyer Wealth Partners
Colorado
$321K
MC
467
Moors & Cabot
Massachusetts
$319K +$58 +1 +0%
TF
468
Trutina Financial
Washington
$316K
MCA
469
Mercer Capital Advisers
New Jersey
$315K
MBTD
470
Mechanics Bank - Trust Department
California
$312K
HCM
471
Hutchinson Capital Management
California
$310K
RBA
472
Richard Bernstein Advisors
New York
$300K -$1M -17,369 -77%
SHA
473
Smith Hayes Advisers
Nebraska
$295K -$11.6K -200 -4%
ACP
474
Ashfield Capital Partners
California
$295K
ROTUOC
475
Regents of the University of California
California
$295K