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MRSH

Marsh

794 hedge funds and large institutions have $35.8B invested in Marsh in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 298 increasing their positions, 262 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 262

6% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $36.3M

0.7% more ownership

Funds ownership: 85.74%86.43% (+0.7%)

0% less capital invested

Capital invested by funds: $35.9B → $35.8B (-$138M)

3% less funds holding

Funds holding: 815794 (-21)

24% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 66

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
794
Holders Change
-21
Holders Change %
-2.58%
% of All Funds
18.18%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
50
Increased
298
Reduced
262
Closed
66
Calls
$38.5M
Puts
$36.3M
Net Calls
+$2.25M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
276
Northwest & Ethical Investments
Ontario, Canada
$4.43M +$1.45M +17,730 +49%
SWM
277
Segment Wealth Management
Texas
$4.37M +$47.7K +584 +1%
COPPSERS
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.35M +$628K +7,691 +17%
LI
279
Lafayette Investments
Maryland
$4.34M -$16.2K -199 -0.4%
SAM
280
Securian Asset Management
Minnesota
$4.23M +$6.78K +83 +0.2%
SG Americas Securities
281
SG Americas Securities
New York
$4.16M -$2.17M -26,533 -34%
BCM
282
Becker Capital Management
Oregon
$4.02M -$643K -7,872 -14%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$4.01M +$105K +1,286 +3%
LCM
284
Logan Capital Management
Pennsylvania
$4.01M -$531K -6,503 -12%
RJFSA
285
Raymond James Financial Services Advisors
Florida
$3.98M -$19.2K -235 -0.5%
NC
286
NBW Capital
Massachusetts
$3.84M +$357K +4,378 +10%
NMERB
287
New Mexico Educational Retirement Board
New Mexico
$3.84M -$147K -1,800 -4%
N
288
Natixis
France
$3.82M -$1.56M -19,110 -29%
OCM
289
Olstein Capital Management
New York
$3.67M
VLKIM
290
Van Lanschot Kempen Investment Management
Netherlands
$3.59M -$62K -759 -2%
Citigroup
291
Citigroup
New York
$3.55M -$17.2M -211,267 -83%
RIM
292
Rampart Investment Management
Connecticut
$3.51M -$771K -9,448 -18%
WI
293
WBI Investments
New Jersey
$3.5M +$977K +11,969 +39%
PDN
294
Pensionfund DSM Netherlands
Netherlands
$3.44M
KeyBank National Association
295
KeyBank National Association
Ohio
$3.43M +$19.8K +242 +0.6%
JMPWA
296
JP Morgan Private Wealth Advisors
California
$3.42M +$446K +5,464 +15%
CM
297
Churchill Management
California
$3.36M +$1.91M +23,363 +132%
CAM
298
Close Asset Management
United Kingdom
$3.33M
CBOA
299
Commonwealth Bank of Australia
Australia
$3.32M +$92.3K +1,131 +3%
AAM
300
Auxier Asset Management
Oregon
$3.19M -$188K -2,300 -6%

MRSH Hedge Fund Activity: Q2 2018 in Review

794 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2018, worth a combined $35.8B — down 0.38% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of MRSH and 50 opened new positions — a net loss of 16 holders — while 262 trimmed existing stakes and 298 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was Arrowstreet Capital, cutting an estimated $115M.

  • 794 institutional investors held Marsh (MRSH) as of Q2 2018, down from 815 in Q1 2018.
  • Funds reported $35.8B of Marsh stock for Q2 2018, down 0.38% quarter-over-quarter.
  • 50 funds opened new Marsh positions in Q2 2018 and 66 closed out, a net change of -16 holders.
  • The largest Marsh buyer in Q2 2018 was T. Rowe Price Associates, an estimated $125M added.
  • The largest Marsh seller in Q2 2018 was Arrowstreet Capital, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2018.