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MRSH

Marsh

568 hedge funds and large institutions have $23B invested in Marsh in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $9.21M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

3% more funds holding

Funds holding: 550568 (+18)

2% more capital invested

Capital invested by funds: $22.5B → $23B (+$445M)

0.1% more ownership

Funds ownership: 84.99%85.09% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 224

Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.21M
Net Calls
+$10.1M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
WFG Advisors
Texas
$173K -$575 -12 -0.3%
Creative Planning
502
Creative Planning
Kansas
$171K +$14.5K +302 +10%
TCOV
503
Trust Company of Vermont
Vermont
$168K
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$164K +$159K +3,326 New
GLI
505
Guardian Life Insurance
New York
$152K -$575 -12 -0.4%
GG
506
Gofen & Glossberg
Illinois
$150K
JWM
507
Jacobus Wealth Management
Wisconsin
$136K
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$118K +$115K +2,400 New
ARC
509
Absolute Return Capital
Massachusetts
$113K -$644K -13,440 -85%
SAMC
510
Shinko Asset Management Company
Japan
$109K -$8.77K -183 -8%
WTB
511
Washington Trust Bank
Washington
$108K +$105K +2,190 New
TAM
512
Tocqueville Asset Management
New York
$100K -$68K -1,420 -41%
W
513
Wealthfront
California
$99K +$96.1K +2,006 New
CFG
514
CKW Financial Group
Hawaii
$95K
M
515
MOTCO
Texas
$89K
M&T Bank
516
M&T Bank
New York
$89K
ST
517
Stifel Trust
Missouri
$77K -$5.99K -125 -7%
PIA
518
Piedmont Investment Advisors
North Carolina
$70.6K
AR
519
Advisory Research
Illinois
$70K +$68.4K +1,429 New
OIA
520
Optimum Investment Advisors
Illinois
$66K
SNT
521
Security National Trust
West Virginia
$63K -$13.7K -285 -18%
LTFS
522
Ladenburg Thalmann Financial Services
Florida
$62K
MAM
523
Mizuho Asset Management
Japan
$55K +$16.2K +339 +44%
IC
524
IKOS CIF
Cyprus
$49K +$26.7K +558 +128%
CRCP
525
Copper Rock Capital Partners
Massachusetts
$47K