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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
IMS
551
Index Management Solutions
Pennsylvania
$31K +$11.8K +205 +61%
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.8K -$500K -8,657 -2%
FANJ
553
Financial Architects (New Jersey)
New Jersey
$29K +$7.86K +136 +37%
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$8.95K -155 -24%
NCM
555
Nelson Capital Management
California
$28K
KCM
556
Karp Capital Management
California
$28K +$8.78K +152 +43%
VIA
557
Vident Investment Advisory
Georgia
$28K +$28.7K +497 New
KCPG
558
Kavar Capital Partners Group
Kansas
$28K +$28.9K +500 New
PMFA
559
Plante Moran Financial Advisors
Michigan
$24K +$17.6K +305 +250%
CFA
560
Carroll Financial Associates
North Carolina
$23K
GAM
561
Gemmer Asset Management
California
$23K
QAM
562
QCI Asset Management
New York
$18K
PCM
563
Prelude Capital Management
New York
$16K +$16.5K +286 New
FCCM
564
First City Capital Management
Georgia
$15.1K +$3.81K +66 +33%
AW
565
Alpha Windward
Massachusetts
$15K -$3.58K -62 -19%
TFO
566
Tarbox Family Office
California
$15K
S
567
SignatureFD
Georgia
$14K +$13.9K +241 New
DAM
568
Delta Asset Management
Tennessee
$13K
MWP
569
MYCIO Wealth Partners
Pennsylvania
$12K
LNB
570
Ledyard National Bank
$11K
MA
571
MCF Advisors
Kentucky
$11K +$58 +1 +0.5%
SSB
572
Sandy Spring Bank
Maryland
$11K +$5.14K +89 +89%
FPFS
573
First Personal Financial Services
North Carolina
$10K
ANBT
574
American National Bank & Trust
Texas
$9K +$8.95K +155 New
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$8K