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MRSH

Marsh

568 hedge funds and large institutions have $23B invested in Marsh in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 224 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $9.21M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

3% more funds holding

Funds holding: 550568 (+18)

2% more capital invested

Capital invested by funds: $22.5B → $23B (+$445M)

0.1% more ownership

Funds ownership: 84.99%85.09% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 224

Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
16.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
54
Increased
184
Reduced
224
Closed
28
Calls
$19.3M
Puts
$9.21M
Net Calls
+$10.1M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
$41K
PSI
527
Pinnacle Summer Investments
Virginia
$35K
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$10.1K +210 +42%
MUMSS
529
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$31.6K +660 +3,300%
MFS
530
MSI Financial Services
Massachusetts
$33K -$12.7K -266 -28%
JIC
531
Joel Isaacson & Co
New York
$31K
AC
532
Alexandria Capital
Virginia
$29K -$29.6K -617 -51%
Envestnet Asset Management
533
Envestnet Asset Management
Illinois
$29K +$14.3K +299 +101%
IMS
534
Index Management Solutions
Pennsylvania
$27K -$15.7K -327 -37%
Manulife (Manufacturers Life Insurance)
535
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.9K +$519K +10,841 +2%
KCPG
536
Kavar Capital Partners Group
Kansas
$24K
PTC
537
Private Trust Company
Ohio
$23K +$1.25K +26 +6%
FNBT
538
FineMark National Bank & Trust
Florida
$20K -$1.34K -28 -6%
CFA
539
Carroll Financial Associates
North Carolina
$20K
GAM
540
Gemmer Asset Management
California
$20K +$19.4K +406 New
SF
541
Synovus Financial
Georgia
$19K -$14K -293 -43%
CBT
542
Central Bank & Trust
Kentucky
$17K
FPCG
543
Fort Pitt Capital Group
Pennsylvania
$15.4K -$144 -3 -1%
QAM
544
QCI Asset Management
New York
$15K
CG
545
Colony Group
Massachusetts
$15K +$3.59K +75 +32%
PP
546
Palladium Partners
Virginia
$15K +$14.4K +300 New
TFO
547
Tarbox Family Office
California
$12K
WA
548
Waverly Advisors
Alabama
$11K -$23.9K -500 -69%
DAM
549
Delta Asset Management
Tennessee
$11K
MWP
550
MYCIO Wealth Partners
Pennsylvania
$11K