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MRSH

Marsh

602 hedge funds and large institutions have $24.8B invested in Marsh in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 190 increasing their positions, 236 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $23.4B → $24.8B (+$1.46B)

2% more funds holding

Funds holding: 590602 (+12)

1.39% more ownership

Funds ownership: 84.62%86.01% (+1.4%)

9% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $12.4M

19% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 236

Holders
602
Holders Change
+12
Holders Change %
+2.03%
% of All Funds
15.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
62
Increased
190
Reduced
236
Closed
45
Calls
$13.5M
Puts
$12.4M
Net Calls
+$1.17M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
551
Balentine LLC
Georgia
$38K
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2K -$339K -6,146 -1%
EFSCE
553
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
NCM
554
Nelson Capital Management
California
$28K
AC
555
Alexandria Capital
Virginia
$28K +$27.6K +500 New
KCPG
556
Kavar Capital Partners Group
Kansas
$27K
Twin Tree Management
557
Twin Tree Management
Texas
$27K +$26.9K +488 New
GAM
558
Gemmer Asset Management
California
$23K
BFEC
559
Benjamin F. Edwards & Company
Missouri
$23K +$17K +309 +300%
CFA
560
Carroll Financial Associates
North Carolina
$22K
JGIA
561
Jackson Grant Investment Advisers
Connecticut
$22K +$21.7K +394 New
QAM
562
QCI Asset Management
New York
$17K
ZB
563
Zions Bancorporation
Utah
$17K +$331 +6 +2%
AIA
564
Allegis Investment Advisors
Idaho
$17K +$17.1K +310 New
TFO
565
Tarbox Family Office
California
$15K
AW
566
Alpha Windward
Massachusetts
$15K +$551 +10 +4%
WIC
567
Woodmont Investment Counsel
Tennessee
$12K +$11.6K +211 New
FCCM
568
First City Capital Management
Georgia
$11.1K
MWP
569
MYCIO Wealth Partners
Pennsylvania
$11K -$1.38K -25 -11%
AA
570
Apriem Advisors
California
$11K
LNB
571
Ledyard National Bank
$11K
SSB
572
Sandy Spring Bank
Maryland
$11K
MA
573
MCF Advisors
Kentucky
$11K +$55 +1 +0.5%
DBT
574
Dubuque Bank & Trust
Iowa
$11K +$10.9K +198 New
Lazard Asset Management
575
Lazard Asset Management
New York
$10K +$2.92K +53 +40%