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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
Ameriprise
26
Ameriprise
Minnesota
$162M -$6.87M -123,104 -4%
CGT
27
Capital Guardian Trust
California
$159M -$3.74M -66,932 -2%
O
28
OppenheimerFunds
New York
$149M -$336K -6,011 -0.2%
SSM
29
Sound Shore Management
Connecticut
$146M -$6.07M -108,641 -4%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$141M -$7.39M -132,359 -5%
Norges Bank
31
Norges Bank
Norway
$132M +$409K +7,328 +0.3%
Legal & General Group
32
Legal & General Group
United Kingdom
$119M +$4.42M +79,121 +4%
UBS AM
33
UBS AM
Illinois
$106M -$11.7M -209,140 -9%
Capital Research Global Investors
34
Capital Research Global Investors
California
$104M
SBAM
35
Santa Barbara Asset Management
California
$92.1M -$7.9M -141,549 -7%
PIM
36
Perkins Investment Management
Illinois
$91.2M -$34.1M -610,648 -26%
EIP
37
Epoch Investment Partners
New York
$87.6M -$5.1M -91,416 -5%
BA
38
BlackRock Advisors
Delaware
$86.2M +$11.9M +213,825 +15%
Morgan Stanley
39
Morgan Stanley
New York
$80.6M +$5.99M +107,370 +7%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$77.8M +$2.84M +50,875 +4%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$76.2M +$124K +2,214 +0.2%
CP
42
Coho Partners
Pennsylvania
$76.1M +$10.9M +195,889 +16%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$75M +$141K +2,525 +0.2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$74.9M -$4.54M -81,400 -5%
BG
45
Bahl & Gaynor
Ohio
$74.6M +$1.57M +28,110 +2%
APG Asset Management
46
APG Asset Management
Netherlands
$71.9M +$9.2M +164,791 +14%
SAM
47
Silvercrest Asset Management
New York
$71.9M +$349K +6,251 +0.5%
ClearBridge Investments
48
ClearBridge Investments
New York
$71.7M -$752K -13,474 -1%
Wells Fargo
49
Wells Fargo
California
$70.4M +$1.5M +26,875 +2%
Charles Schwab
50
Charles Schwab
California
$70.3M +$793K +14,210 +1%