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MRSH

Marsh

550 hedge funds and large institutions have $22.5B invested in Marsh in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

146% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $10.7M

7% more funds holding

Funds holding: 515550 (+35)

0.42% more ownership

Funds ownership: 84.57%84.99% (+0.42%)

0% less capital invested

Capital invested by funds: $22.6B → $22.5B (-$67.4M)

31% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 230

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$54.9M +$27.2M +585,856 +105%
Charles Schwab
52
Charles Schwab
California
$54.5M +$959K +20,683 +2%
CS
53
Credit Suisse
Switzerland
$53.6M +$6.11M +131,781 +13%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$53.5M -$711K -15,339 -1%
IVA
55
International Value Advisers
$51.8M +$449K +9,687 +0.9%
Victory Capital Management
56
Victory Capital Management
Texas
$51.7M -$2.42M -52,283 -5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$50.8M -$504K -10,862 -1%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$50M -$2.32M -49,992 -5%
Wells Fargo
59
Wells Fargo
California
$49.3M -$1.28M -27,635 -3%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$48.3M +$315K +6,800 +0.7%
SIA
61
Sit Investment Associates
Minnesota
$47.5M +$342K +7,375 +0.8%
ASC
62
Atalanta Sosnoff Capital
New York
$46.7M +$4.33M +93,345 +11%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$45.9M -$966K -20,831 -2%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$44.7M -$1.21M -26,040 -3%
BIM
65
BlackRock Investment Management
Delaware
$44.6M -$3.82M -82,424 -8%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$44.4M +$3.35M +72,266 +9%
CP
67
Coho Partners
Pennsylvania
$43.8M -$467K -10,080 -1%
JIC
68
Johnson Investment Counsel
Ohio
$43.1M -$121K -2,608 -0.3%
GIA
69
Gateway Investment Advisers
Ohio
$42.6M -$52.6K -1,135 -0.1%
Mawer Investment Management
70
Mawer Investment Management
Alberta, Canada
$41.9M +$237K +5,115 +0.6%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$40.8M +$1.03M +22,300 +3%
BHIA
72
Birch Hill Investment Advisors
Massachusetts
$40.1M -$1.37M -29,630 -3%
Credit Agricole
73
Credit Agricole
France
$39.7M +$6.16M +132,810 +19%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$39.4M +$3.08M +66,471 +9%
MTB
75
Mizuho Trust & Banking
Japan
$37.6M +$895K +19,300 +3%