We are live on ! Find out more
MRSH

Marsh

550 hedge funds and large institutions have $22.5B invested in Marsh in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

146% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $10.7M

7% more funds holding

Funds holding: 515550 (+35)

0.42% more ownership

Funds ownership: 84.57%84.99% (+0.42%)

0% less capital invested

Capital invested by funds: $22.6B → $22.5B (-$67.4M)

31% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 230

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
526
Central Bank & Trust
Kentucky
$17K
IWC
527
Integrated Wealth Counsel
California
$17K
FPCG
528
Fort Pitt Capital Group
Pennsylvania
$15.2K -$185 -4 -1%
CAW
529
Cornerstone Advisors (Washington)
Washington
$15K
QAM
530
QCI Asset Management
New York
$15K +$14.5K +312 New
Envestnet Asset Management
531
Envestnet Asset Management
Illinois
$14K -$1.72K -37 -11%
TFO
532
Tarbox Family Office
California
$12K +$11.4K +246 New
DAM
533
Delta Asset Management
Tennessee
$11K -$51K -1,100 -83%
MWP
534
MYCIO Wealth Partners
Pennsylvania
$11K
CG
535
Colony Group
Massachusetts
$11K +$10.8K +232 New
LNB
536
Ledyard National Bank
$10K +$9.32K +201 New
MA
537
MCF Advisors
Kentucky
$9K +$8.71K +188 New
HPBT
538
High Point Bank & Trust
North Carolina
$8K
OC
539
Oakworth Capital
Alabama
$7K +$6.26K +135 New
S
540
SignatureFD
Georgia
$7K +$6.26K +135 New
HR
541
Howe & Rusling
New York
$6K
BFEC
542
Benjamin F. Edwards & Company
Missouri
$5K
SSB
543
Sandy Spring Bank
Maryland
$5K
HRIA
544
Haberer Registered Investment Advisor
Ohio
$4K
AW
545
Alpha Windward
Massachusetts
$3K -$2.18K -47 -44%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$2.18K +47 New
MUMSS
547
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K -$33.4K -720 -97%
CFA
548
Camarda Financial Advisors
Florida
$1K +$1.25K +27 New
LCM
549
Lomas Capital Management
New York
-$6.36M -146,040 Closed
MAM
550
Mastrapasqua Asset Management
Tennessee
-$4.11M -94,410 Closed