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MRSH

Marsh

599 hedge funds and large institutions have $25.5B invested in Marsh in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $13.5M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% less funds holding

Funds holding: 601599 (-2)

1% less capital invested

Capital invested by funds: $25.8B → $25.5B (-$257M)

1.55% less ownership

Funds ownership: 85.26%83.71% (-1.5%)

32% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 258

Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
43
Increased
176
Reduced
258
Closed
37
Calls
$19.4M
Puts
$13.5M
Net Calls
+$5.88M
Net Calls Change
+$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
501
GAMCO Investors
Connecticut
$227K
NSAM
502
North Star Asset Management
Wisconsin
$227K
KFA
503
Kelleher Financial Advisors
New York
$226K -$173K -3,000 -43%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$222K +$4.45K +77 +2%
PP
505
Prudential plc
United Kingdom
$219K
VCM
506
Vigilant Capital Management
Maine
$218K
Calamos Advisors
507
Calamos Advisors
Illinois
$214K -$116K -2,000 -35%
CIC
508
Chilton Investment Company
Connecticut
$213K
DHFB
509
Dixon Hubard Feinour & Brown
Virginia
$213K +$3.81K +66 +2%
SI
510
Stephens Inc
Arkansas
$209K -$6.87K -119 -3%
SS
511
Simplicity Solutions
Minnesota
$208K +$212K +3,672 New
SI
512
Scout Investments
Missouri
$207K +$211K +3,645 New
PAIA
513
Park Avenue Institutional Advisers
New York
$206K +$210K +3,634 New
BSA
514
Braun Stacey Associates
New York
$204K
JMFC
515
J.M. Forbes & Co
Massachusetts
$204K
CT
516
Cambridge Trust
Massachusetts
$202K +$205K +3,555 New
WBC
517
Westpac Banking Corp
Australia
$197K -$1.66M -28,744 -89%
AGM
518
Alpine Global Management
New York
$195K -$61.3K -1,062 -24%
TCOV
519
Trust Company of Vermont
Vermont
$193K
IWMPD
520
Integrated Wealth Management (Palm Desert)
California
$179K -$7.8K -135 -4%
DADC
521
D.A. Davidson & Co
Montana
$174K -$18.9K -327 -9%
GWS
522
Glassman Wealth Services
Virginia
$167K -$173K -3,000 -50%
JWM
523
Jacobus Wealth Management
Wisconsin
$156K
LTFS
524
Ladenburg Thalmann Financial Services
Florida
$153K -$3.41K -59 -2%
CF
525
CenterStar Fund
Illinois
$153K