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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
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$285K +$283K +5,134 New
BPM
477
Bowling Portfolio Management
Ohio
$284K
LJAC
478
L.J. Altfest & Co
New York
$284K
HPC
479
HM Payson & Co
Maine
$282K
AP
480
Advisor Partners
California
$279K -$2.7K -49 -1%
BSW
481
Buckingham Strategic Wealth
Missouri
$279K +$27K +490 +11%
TNBTD
482
Trustmark National Bank Trust Department
Mississippi
$275K +$8.21K +149 +3%
CPA
483
Capital Planning Advisors
California
$271K
TF
484
Trutina Financial
Washington
$267K -$35.8K -650 -12%
SHA
485
Smith Hayes Advisers
Nebraska
$266K -$55.1K -1,000 -17%
HCM
486
Hutchinson Capital Management
California
$266K -$25.1K -455 -9%
IIC
487
Ironwood Investment Counsel
Arizona
$266K
WA
488
WFG Advisors
Texas
$260K +$27.6K +501 +12%
Simplex Trading
489
Simplex Trading
Illinois
$259K -$80.8K -1,467 -24%
FMLI
490
Fukoku Mutual Life Insurance
Japan
$257K
MC
491
Moors & Cabot
Massachusetts
$252K -$38.5K -699 -13%
TBA
492
Tower Bridge Advisors
Pennsylvania
$250K +$248K +4,500 New
MCM
493
Manchester Capital Management
Vermont
$244K
SM
494
Sciencast Management
New Jersey
$244K +$242K +4,400 New
SF
495
Synovus Financial
Georgia
$239K +$196K +3,565 +480%
CWM
496
Confluence Wealth Management
Oregon
$238K +$236K +4,286 New
Citadel Advisors
497
Citadel Advisors
Florida
$237K -$962K -17,450 -80%
PAS
498
Partnervest Advisory Services
California
$233K -$12.3K -223 -5%
WKWM
499
Walter & Keenan Wealth Management
Indiana
$233K
CT
500
Cambridge Trust
Massachusetts
$232K -$76.4K -1,387 -25%