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MRSH

Marsh

815 hedge funds and large institutions have $35.9B invested in Marsh in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 245 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 70

10% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $37.2M

1% more capital invested

Capital invested by funds: $35.4B → $35.9B (+$461M)

1% more funds holding

Funds holding: 808815 (+7)

0.32% more ownership

Funds ownership: 85.41%85.74% (+0.32%)

24% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 323

Holders
815
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
245
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
276
Swiss Life Asset Management
$4.73M +$1.13M +13,589 +31%
BCM
277
Becker Capital Management
Oregon
$4.7M -$255K -3,075 -5%
SAM
278
Symphony Asset Management
California
$4.63M +$206K +2,486 +5%
Franklin Resources
279
Franklin Resources
California
$4.61M -$197K -2,378 -4%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$4.6M -$40.8K -492 -0.9%
CII
281
Capital International Inc
California
$4.58M -$108K -1,300 -2%
LCM
282
Logan Capital Management
Pennsylvania
$4.57M -$334K -4,027 -7%
IG
283
ING Group
Netherlands
$4.51M +$1.47M +17,743 +48%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$4.5M +$3.55M +42,818 +366%
LI
285
Lafayette Investments
Maryland
$4.39M -$164K -1,974 -4%
SWM
286
Segment Wealth Management
Texas
$4.36M +$124K +1,496 +3%
RIM
287
Rampart Investment Management
Connecticut
$4.31M +$3.75M +45,261 +650%
GP
288
Girard Partners
Pennsylvania
$4.29M +$246K +2,967 +6%
SAM
289
Securian Asset Management
Minnesota
$4.25M -$33.1K -400 -0.8%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$4.05M -$72.6K -876 -2%
FAB
291
First American Bank
Illinois
$4.04M +$45.2K +546 +1%
RJFSA
292
Raymond James Financial Services Advisors
Florida
$4.03M +$2.63M +31,801 +187%
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$4.02M -$49.7K -600 -1%
BPC
294
Banque Pictet & Cie
Switzerland
$4.01M
UR
295
USCA RIA
Texas
$3.96M +$3.01M +36,333 +313%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$3.93M -$203K -2,447 -5%
COPPSERS
297
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.75M -$18.8K -227 -0.5%
OCM
298
Olstein Capital Management
New York
$3.7M
VLKIM
299
Van Lanschot Kempen Investment Management
Netherlands
$3.68M +$78.9K +952 +2%
NC
300
NBW Capital
Massachusetts
$3.51M -$7.54K -91 -0.2%

MRSH Hedge Fund Activity: Q1 2018 in Review

815 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2018, worth a combined $35.9B — up 1.3% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MRSH positions and 70 closed out — a net gain of 16 holders — while 245 added to existing stakes and 323 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $304M. The largest seller was Wellington Management Group, cutting an estimated $309M.

  • 815 institutional investors held Marsh (MRSH) as of Q1 2018, up from 808 in Q4 2017.
  • Funds reported $35.9B of Marsh stock for Q1 2018, up 1.3% quarter-over-quarter.
  • 86 funds opened new Marsh positions in Q1 2018 and 70 closed out, a net change of +16 holders.
  • The largest Marsh buyer in Q1 2018 was T. Rowe Price Associates, an estimated $304M added.
  • The largest Marsh seller in Q1 2018 was Wellington Management Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2018.