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MRSH

Marsh
MRSH

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: 5 → 6 (+1)

6% more capital invested

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

2% more funds holding

Funds holding: 590 → 602 (+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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$394M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$87.7M
3
UBS Group
UBS Group
Switzerland
+$51.9M
4
GTP
Global Thematic Partners
New York
+$30.1M
5
Millennium Management
Millennium Management
New York
+$28.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$106M
3
Northern Trust
Northern Trust
Illinois
-$60M
4
BG
Bahl & Gaynor
Ohio
-$55.4M
5
Bank of America
Bank of America
North Carolina
-$55M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
251
Livforsakringsbolaget Skandia
Sweden
$2.78M – – –
Handelsbanken Fonder
252
Handelsbanken Fonder
Sweden
$2.76M +$2.75M +49,833 New
Rafferty Asset Management
253
Rafferty Asset Management
New York
$2.67M -$191K -3,461 -7%
Envestnet Asset Management
254
Envestnet Asset Management
Illinois
$2.6M -$556K -10,090 -18%
LIA
255
LS Investment Advisors
Michigan
$2.56M -$151K -2,746 -6%
KCM
256
Kempner Capital Management
Texas
$2.53M -$77.5K -1,406 -3%
SAM
257
Strategy Asset Managers
California
$2.51M +$8.82K +160 +0.4%
GA
258
Geneva Advisors
Illinois
$2.5M -$83.8K -1,520 -3%
DL
259
Delta Lloyd
Netherlands
$2.49M +$440K +7,992 +22%
CC
260
Cognios Capital
Kansas
$2.37M +$2.36M +42,747 New
PP
261
Paloma Partners
Connecticut
$2.37M +$553K +10,036 +31%
CAM
262
Capstone Asset Management
Texas
$2.33M +$54K +980 +2%
CIA
263
Choate Investment Advisors
Massachusetts
$2.32M +$1.41M +25,520 +170%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$2.29M +$166K +3,010 +8%
VIM
265
Veritas Investment Management
United Kingdom
$2.27M – – –
V
266
Veritable
Delaware
$2.26M +$16.3K +296 +0.7%
ARTA
267
A.R.T. Advisors
New York
$2.26M -$2.11M -38,274 -48%
SIM
268
Sentry Investment Management
Wisconsin
$2.25M -$75.3K -1,366 -3%
FLPIM
269
F.L. Putnam Investment Management
Massachusetts
$2.24M – – –
PAM
270
Princeton Alpha Management
New Jersey
$2.24M +$1.5M +27,272 +209%
KRS
271
Kentucky Retirement Systems
Kentucky
$2.2M +$179K +3,256 +9%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$2.17M -$81.8K -1,485 -4%
CS
273
Candriam SCA
Luxembourg
$2.15M +$495K +8,976 +30%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$2.14M +$334K +6,069 +19%
AAMU
275
AEGON Asset Management (UK)
United Kingdom
$2.11M – – –
9 10
11
12 13

MRSH Hedge Fund Activity: Q4 2015 in Review

602 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2015, worth a combined $24.8B — up 6.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MRSH positions and 45 closed out — a net gain of 17 holders — while 190 added to existing stakes and 236 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $394M. The largest seller was Bank of New York Mellon, cutting an estimated $132M.

  • 602 institutional investors held Marsh (MRSH) as of Q4 2015, up from 590 in Q3 2015.
  • Funds reported $24.8B of Marsh stock for Q4 2015, up 6.2% quarter-over-quarter.
  • 62 funds opened new Marsh positions in Q4 2015 and 45 closed out, a net change of +17 holders.
  • The largest Marsh buyer in Q4 2015 was Wellington Management Group, an estimated $394M added.
  • The largest Marsh seller in Q4 2015 was Bank of New York Mellon, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2015.