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MRSH

Marsh

558 hedge funds and large institutions have $24.4B invested in Marsh in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 204 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,486% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $4.51M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $23B → $24.4B (+$1.45B)

0.64% more ownership

Funds ownership: 85.09%85.73% (+0.64%)

0% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 204

2% less funds holding

Funds holding: 568558 (-10)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

Holders
558
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
16.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
39
Increased
205
Reduced
204
Closed
45
Calls
$71.5M
Puts
$4.51M
Net Calls
+$67M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
501
Piedmont Investment Advisors
North Carolina
$101K +$25.8K +520 +36%
CFG
502
CKW Financial Group
Hawaii
$99K
M
503
MOTCO
Texas
$93K
M&T Bank
504
M&T Bank
New York
$93K
MAM
505
Mizuho Asset Management
Japan
$79K +$21.2K +426 +39%
LTFS
506
Ladenburg Thalmann Financial Services
Florida
$78K +$12.1K +244 +19%
ST
507
Stifel Trust
Missouri
$77K -$3.73K -75 -5%
NIM
508
NuWave Investment Management
New Jersey
$75K -$130K -2,608 -64%
OIA
509
Optimum Investment Advisors
Illinois
$70K
SNT
510
Security National Trust
West Virginia
$67K
BRWA
511
B. Riley Wealth Advisors
Florida
$63.4K +$60.8K +1,224 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$59K -$108K -2,183 -66%
CG
513
Colony Group
Massachusetts
$54K +$36.5K +734 +239%
CRCP
514
Copper Rock Capital Partners
Massachusetts
$50K
WTC
515
WhitTier Trust Company
Nevada
$43K
SEC
516
Seven Eight Capital
New York
$41K +$39.7K +800 New
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
PSI
518
Pinnacle Summer Investments
Virginia
$37K
MFS
519
MSI Financial Services
Massachusetts
$36K +$894 +18 +3%
JIC
520
Joel Isaacson & Co
New York
$32K
GSC
521
Ground Swell Capital
South Carolina
$32K +$30.5K +614 New
AC
522
Alexandria Capital
Virginia
$31K +$149 +3 +0.5%
PTC
523
Private Trust Company
Ohio
$30K +$4.82K +97 +20%
MUMSS
524
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K -$7.95K -160 -24%
NCM
525
Nelson Capital Management
California
$26K +$24.8K +500 New