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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
HPC
476
HM Payson & Co
Maine
$266K +$47.9K +858 +20%
AP
477
Advisor Partners
California
$265K -$140K -2,514 -33%
CCA
478
Checchi Capital Advisers
California
$264K +$28.3K +507 +11%
NYLIM
479
New York Life Investment Management
New York
$261K
SIG
480
Schooner Investment Group
Pennsylvania
$260K -$140K -2,500 -33%
CB
481
Commerce Bank
Missouri
$259K +$6.14K +110 +2%
W
482
Wealthfront
California
$258K -$65.7K -1,177 -19%
CPA
483
Capital Planning Advisors
California
$255K -$53K -950 -16%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$255K +$37.4K +670 +16%
TNBTD
485
Trustmark National Bank Trust Department
Mississippi
$252K +$26.4K +472 +11%
IIC
486
Ironwood Investment Counsel
Arizona
$250K
CL
487
CPWM LLC
Washington
$245K +$261K +4,683 New
SS
488
Simplicity Solutions
Minnesota
$244K +$55.7K +998 +27%
FMLI
489
Fukoku Mutual Life Insurance
Japan
$242K -$16.8K -300 -6%
BSW
490
Buckingham Strategic Wealth
Missouri
$237K -$26.7K -478 -10%
SWP
491
Stratos Wealth Partners
Ohio
$237K +$254K +4,541 New
PAS
492
Partnervest Advisory Services
California
$231K
MCM
493
Manchester Capital Management
Vermont
$230K
WKWM
494
Walter & Keenan Wealth Management
Indiana
$219K
WA
495
WFG Advisors
Texas
$218K -$5.47K -98 -2%
SGAM
496
Steinberg Global Asset Management
Florida
$217K
RC
497
RegentAtlantic Capital
New Jersey
$213K +$228K +4,079 New
RJT
498
Raymond James Trust
Florida
$211K -$42.1K -754 -16%
FAB
499
First American Bank
Illinois
$209K
GI
500
GAMCO Investors
Connecticut
$209K