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MRSH

Marsh

590 hedge funds and large institutions have $23.4B invested in Marsh in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 83.71%84.62% (+0.91%)

2% less funds holding

Funds holding: 599590 (-9)

8% less capital invested

Capital invested by funds: $25.5B → $23.4B (-$2.13B)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

44% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $23M

Holders
590
Holders Change
-9
Holders Change %
-1.5%
% of All Funds
16.48%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
43
Increased
187
Reduced
233
Closed
51
Calls
$12.9M
Puts
$23M
Net Calls
-$10.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
526
Washington Trust Bank
Washington
$113K -$1.4K -25 -1%
RA
527
Rational Advisors
New York
$109K +$16.8K +300 +17%
CFG
528
CKW Financial Group
Hawaii
$99K
SNT
529
Security National Trust
West Virginia
$91K
AIM
530
Advantage Investment Management
Iowa
$85K +$47.6K +852 +111%
SAMC
531
Shinko Asset Management Company
Japan
$82K
KCM
532
Karp Capital Management
California
$68K +$44.7K +800 +159%
JIC
533
Joel Isaacson & Co
New York
$51K
VC
534
Vestor Capital
Illinois
$47K
KLWA
535
Kelly Lawrence W & Associates
California
$47K +$50.3K +900 New
MFS
536
MSI Financial Services
Massachusetts
$40K +$2.35K +42 +6%
WTC
537
WhitTier Trust Company
Nevada
$39K
SF
538
Synovus Financial
Georgia
$38K +$11.6K +207 +39%
BL
539
Balentine LLC
Georgia
$36K
PSI
540
Pinnacle Summer Investments
Virginia
$34K +$36.3K +650 New
TRCT
541
Tower Research Capital (TRC)
New York
$32K +$33.8K +605 New
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8K +$464K +8,310 +2%
IMS
543
Index Management Solutions
Pennsylvania
$28K -$447 -8 -1%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$2.29K +41 +8%
QCG
545
Quadrant Capital Group
Ohio
$27K -$31.6K -566 -51%
KCPG
546
Kavar Capital Partners Group
Kansas
$26K
NCM
547
Nelson Capital Management
California
$26K
WA
548
Waverly Advisors
Alabama
$25K +$26.6K +476 New
CFA
549
Carroll Financial Associates
North Carolina
$21K
GAM
550
Gemmer Asset Management
California
$21K