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MRSH

Marsh

567 hedge funds and large institutions have $24.5B invested in Marsh in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $11.4M

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

2% more funds holding

Funds holding: 558567 (+9)

0.22% more ownership

Funds ownership: 85.73%85.95% (+0.22%)

0% more capital invested

Capital invested by funds: $24.4B → $24.5B (+$41.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 260

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMG
501
NCM Capital Management Group
North Carolina
$179K -$20.9K -400 -10%
TCOV
502
Trust Company of Vermont
Vermont
$178K
GLI
503
Guardian Life Insurance
New York
$162K -$782 -15 -0.5%
JWM
504
Jacobus Wealth Management
Wisconsin
$144K
SC
505
SRB Corp
Massachusetts
$140K +$139K +2,669 New
MSFP
506
Mark Sheptoff Financial Planning
Connecticut
$126K
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K
WTB
508
Washington Trust Bank
Washington
$115K
SAMC
509
Shinko Asset Management Company
Japan
$111K -$5.21K -100 -5%
MAM
510
Mizuho Asset Management
Japan
$102K +$22.1K +424 +28%
PIA
511
Piedmont Investment Advisors
North Carolina
$99.5K -$2.71K -52 -3%
CFG
512
CKW Financial Group
Hawaii
$99K
M
513
MOTCO
Texas
$94K
LTFS
514
Ladenburg Thalmann Financial Services
Florida
$82K +$3.65K +70 +5%
SNT
515
Security National Trust
West Virginia
$75K +$7.25K +139 +11%
ST
516
Stifel Trust
Missouri
$72K -$5.21K -100 -7%
OIA
517
Optimum Investment Advisors
Illinois
$70K
GSC
518
Ground Swell Capital
South Carolina
$48K +$15.9K +304 +50%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$43K -$16.2K -311 -27%
WTC
520
WhitTier Trust Company
Nevada
$39K -$3.91K -75 -9%
NFG
521
Next Financial Group
Texas
$38K +$38.3K +734 New
PSI
522
Pinnacle Summer Investments
Virginia
$37K
CG
523
Colony Group
Massachusetts
$34K -$20K -384 -37%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$2.97K -57 -8%
VFA
525
Virtus Fund Advisers
Connecticut
$33K -$254K -4,874 -89%