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MRSH

Marsh

599 hedge funds and large institutions have $25.5B invested in Marsh in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $13.5M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% less funds holding

Funds holding: 601599 (-2)

1% less capital invested

Capital invested by funds: $25.8B → $25.5B (-$257M)

1.55% less ownership

Funds ownership: 85.26%83.71% (-1.5%)

32% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 258

Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
43
Increased
176
Reduced
258
Closed
37
Calls
$19.4M
Puts
$13.5M
Net Calls
+$5.88M
Net Calls Change
+$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
526
Northwestern Mutual Wealth Management
Wisconsin
$149K +$34.9K +604 +30%
SC
527
SRB Corp
Massachusetts
$140K -$28.5K -494 -17%
MSFP
528
Mark Sheptoff Financial Planning
Connecticut
$136K
GLI
529
Guardian Life Insurance
New York
$133K
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K
NCMG
531
NCM Capital Management Group
North Carolina
$129K
VNA
532
Valley National Advisers
Pennsylvania
$124K
WTB
533
Washington Trust Bank
Washington
$124K
JG
534
Jefferies Group
New York
$110K +$112K +1,932 New
CFG
535
CKW Financial Group
Hawaii
$108K
VanEck Associates
536
VanEck Associates
New York
$106K +$22.1K +383 +26%
CTC
537
Central Trust Company
Missouri
$102K -$491K -8,500 -83%
RA
538
Rational Advisors
New York
$101K -$11.6K -200 -10%
SNT
539
Security National Trust
West Virginia
$99K
SAMC
540
Shinko Asset Management Company
Japan
$89K -$6.07K -105 -6%
Twin Tree Management
541
Twin Tree Management
Texas
$70K +$70.9K +1,227 New
QCG
542
Quadrant Capital Group
Ohio
$62K +$64.6K +1,119 New
JIC
543
Joel Isaacson & Co
New York
$55K
VC
544
Vestor Capital
Illinois
$51K
WTC
545
WhitTier Trust Company
Nevada
$43K
AIM
546
Advantage Investment Management
Iowa
$43K +$41K +709 +1,222%
MFS
547
MSI Financial Services
Massachusetts
$41K +$1.16K +20 +3%
BL
548
Balentine LLC
Georgia
$39K -$24.8K -430 -38%
PI
549
PineBridge Investments
New York
$37K +$37.9K +656 New
SF
550
Synovus Financial
Georgia
$31K -$462 -8 -1%