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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
S
551
SignatureFD
Georgia
$18K +$6.09K +109 +45%
ZB
552
Zions Bancorporation
Utah
$18K +$17.5K +314 New
TSU
553
TD Securities (USA)
New York
$16K -$12.2M -217,750 -100%
QAM
554
QCI Asset Management
New York
$16K
TFO
555
Tarbox Family Office
California
$14K
AW
556
Alpha Windward
Massachusetts
$13K
DAM
557
Delta Asset Management
Tennessee
$12K
MWP
558
MYCIO Wealth Partners
Pennsylvania
$12K +$279 +5 +2%
PMFA
559
Plante Moran Financial Advisors
Michigan
$11K -$12.6K -225 -53%
FCCM
560
First City Capital Management
Georgia
$10.4K -$3.69K -66 -25%
LNB
561
Ledyard National Bank
$10K
SSB
562
Sandy Spring Bank
Maryland
$10K
MA
563
MCF Advisors
Kentucky
$10K +$56 +1 +0.5%
AA
564
Apriem Advisors
California
$10K +$11.2K +200 New
FPFS
565
First Personal Financial Services
North Carolina
$9K
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$7K
OC
567
Oakworth Capital
Alabama
$7K
TDC
568
Thompson Davis & Co
Virginia
$7K +$7.71K +138 New
Lazard Asset Management
569
Lazard Asset Management
New York
$6K -$346K -6,193 -98%
ATC
570
Adirondack Trust Company
New York
$6K
CAW
571
Cornerstone Advisors (Washington)
Washington
$6K
BFEC
572
Benjamin F. Edwards & Company
Missouri
$5K
BAM
573
Bruderman Asset Management
New York
$5K
HR
574
Howe & Rusling
New York
$4K -$782 -14 -15%
AP
575
Atwood & Palmer
Missouri
$4K