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MRSH

Marsh

602 hedge funds and large institutions have $24.8B invested in Marsh in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $23.4B → $24.8B (+$1.46B)

2% more funds holding

Funds holding: 590602 (+12)

1.39% more ownership

Funds ownership: 84.62%86.01% (+1.4%)

9% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $12.4M

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
501
Raymond James Trust
Florida
$231K +$8.16K +148 +4%
FRM
502
Fox Run Management
Connecticut
$227K +$226K +4,100 New
JMPWA
503
JP Morgan Private Wealth Advisors
California
$223K +$222K +4,024 New
FAB
504
First American Bank
Illinois
$222K
GI
505
GAMCO Investors
Connecticut
$222K
NSAM
506
North Star Asset Management
Wisconsin
$222K
KFA
507
Kelleher Financial Advisors
New York
$221K
IA
508
IFP Advisors
Florida
$220K +$219K +3,974 New
PP
509
Prudential plc
United Kingdom
$214K
VCM
510
Vigilant Capital Management
Maine
$213K
Calamos Advisors
511
Calamos Advisors
Illinois
$209K +$208K +3,770 New
DHFB
512
Dixon Hubard Feinour & Brown
Virginia
$205K +$203K +3,692 New
BOTW
513
Bank of the West
California
$201K -$277K -5,027 -58%
GT
514
Glenview Trust
Kentucky
$201K +$200K +3,625 New
LJHT
515
Laurie J. Hall Trustee
$198K +$193K +3,500 New
PAM
516
PartnerRe Asset Management
Connecticut
$197K -$333K -6,040 -63%
TCOV
517
Trust Company of Vermont
Vermont
$191K
KLWA
518
Kelly Lawrence W & Associates
California
$189K +$138K +2,500 +278%
DADC
519
D.A. Davidson & Co
Montana
$188K +$2.7K +49 +1%
PAIA
520
Park Avenue Institutional Advisers
New York
$187K -$8.1K -147 -4%
LTFS
521
Ladenburg Thalmann Financial Services
Florida
$180K +$15.4K +280 +9%
IWMPD
522
Integrated Wealth Management (Palm Desert)
California
$175K
S
523
SignatureFD
Georgia
$175K +$155K +2,805 +801%
VanEck Associates
524
VanEck Associates
New York
$171K +$48.2K +874 +40%
GWS
525
Glassman Wealth Services
Virginia
$163K