We are live on ! Find out more
MRSH

Marsh

590 hedge funds and large institutions have $23.4B invested in Marsh in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 83.71%84.62% (+0.91%)

2% less funds holding

Funds holding: 599590 (-9)

8% less capital invested

Capital invested by funds: $25.5B → $23.4B (-$2.13B)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

44% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $23M

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.48%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
501
North Star Asset Management
Wisconsin
$209K
KFA
502
Kelleher Financial Advisors
New York
$208K
PP
503
Prudential plc
United Kingdom
$202K
VCM
504
Vigilant Capital Management
Maine
$201K
CF
505
CenterStar Fund
Illinois
$186K
PAIA
506
Park Avenue Institutional Advisers
New York
$184K -$6.03K -108 -3%
TCOV
507
Trust Company of Vermont
Vermont
$180K +$1.68K +30 +0.9%
DADC
508
D.A. Davidson & Co
Montana
$173K +$12.6K +226 +7%
IWMPD
509
Integrated Wealth Management (Palm Desert)
California
$165K
GLI
510
Guardian Life Insurance
New York
$162K +$41.7K +747 +32%
LTFS
511
Ladenburg Thalmann Financial Services
Florida
$155K +$16K +286 +11%
GWS
512
Glassman Wealth Services
Virginia
$154K
SC
513
SRB Corp
Massachusetts
$147K +$19.9K +357 +14%
JWM
514
Jacobus Wealth Management
Wisconsin
$144K
CTC
515
Central Trust Company
Missouri
$136K +$44.7K +800 +44%
GWM
516
Gupta Wealth Management
California
$134K +$137K +2,446 +1,911%
SEC
517
Seven Eight Capital
New York
$128K -$542K -9,700 -80%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$128K -$10.1K -180 -7%
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$125K
RIM
520
Reliant Investment Management
Tennessee
$120K +$129K +2,306 New
NCMG
521
NCM Capital Management Group
North Carolina
$119K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
AP
523
Advisors Preferred
Maryland
$116K +$124K +2,221 New
VanEck Associates
524
VanEck Associates
New York
$115K +$18.5K +331 +18%
VNA
525
Valley National Advisers
Pennsylvania
$114K