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MRSH

Marsh

567 hedge funds and large institutions have $24.5B invested in Marsh in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $11.4M

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

2% more funds holding

Funds holding: 558567 (+9)

0.22% more ownership

Funds ownership: 85.73%85.95% (+0.22%)

0% more capital invested

Capital invested by funds: $24.4B → $24.5B (+$41.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 260

Holders
567
Holders Change
+9
Holders Change %
+1.61%
% of All Funds
16.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
37
Increased
150
Reduced
260
Closed
21
Calls
$76.8M
Puts
$11.4M
Net Calls
+$65.4M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
526
MSI Financial Services
Massachusetts
$32K -$4.48K -86 -12%
JIC
527
Joel Isaacson & Co
New York
$32K
Manulife (Manufacturers Life Insurance)
528
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$219K -4,196 -0.8%
SF
529
Synovus Financial
Georgia
$28K +$9.13K +175 +48%
PTC
530
Private Trust Company
Ohio
$26K -$3.86K -74 -13%
NCM
531
Nelson Capital Management
California
$26K
MHS
532
M Holdings Securities
Oregon
$24K +$24K +460 New
CFA
533
Carroll Financial Associates
North Carolina
$22K
GAM
534
Gemmer Asset Management
California
$21K
AW
535
Alpha Windward
Massachusetts
$17K
QAM
536
QCI Asset Management
New York
$16K
MUMSS
537
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K -$13.6K -260 -50%
TFO
538
Tarbox Family Office
California
$14K +$1.36K +26 +11%
DAM
539
Delta Asset Management
Tennessee
$12K
FANJ
540
Financial Architects (New Jersey)
New Jersey
$12K
MWP
541
MYCIO Wealth Partners
Pennsylvania
$12K
WA
542
Waverly Advisors
Alabama
$12K
NG
543
NatWest Group
United Kingdom
$11.4K +$2.11M +40,427 +23%
LNB
544
Ledyard National Bank
$11K
BCI
545
Brinker Capital Investments
Pennsylvania
$11K +$10.5K +201 New
FCCM
546
First City Capital Management
Georgia
$10.5K
Group One Trading
547
Group One Trading
Illinois
$10K -$5.21K -100 -33%
MA
548
MCF Advisors
Kentucky
$9K +$52 +1 +0.5%
IMS
549
Index Management Solutions
Pennsylvania
$8K -$1.93K -37 -20%
HPBT
550
High Point Bank & Trust
North Carolina
$8K