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MRSH

Marsh
MRSH

608 hedge funds and large institutions have $26.8B invested in Marsh in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24.8B → $26.8B (+$1.94B)

1% more funds holding

Funds holding: 602 → 608 (+6)

0.87% more ownership

Funds ownership: 86.01% → 86.88% (+0.87%)

6% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 222

28% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $28.4M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
16.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
62
Increased
208
Reduced
222
Closed
50
Calls
$20.5M
Puts
$28.4M
Net Calls
-$7.9M
Net Calls Change
-$9.07M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$421M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$91.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.5M
5
Capital International Investors
Capital International Investors
California
+$38.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$107M
2
Invesco
Invesco
Georgia
-$73.7M
3
Capital World Investors
Capital World Investors
California
-$67.2M
4
Norges Bank
Norges Bank
Norway
-$66.6M
5
O
OppenheimerFunds
New York
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
301
First Niagara Bank
New York
$1.94M -$222K -3,960 -11%
CCM
302
Coldstream Capital Management
Washington
$1.91M -$331K -5,915 -16%
PS
303
Pensionfund Sabic
Netherlands
$1.91M +$286K +5,100 +19%
EIM
304
Essex Investment Management
Massachusetts
$1.9M – – –
RA
305
Royce & Associates
New York
$1.87M -$2.1M -37,550 -55%
BE
306
Bonness Enterprises
District of Columbia
$1.87M – – –
B
307
Barings
North Carolina
$1.83M – – –
BUB
308
BBVA USA Bancshares
Texas
$1.69M +$1.56M +27,776 New
KeyBank National Association
309
KeyBank National Association
Ohio
$1.68M -$69.4K -1,240 -4%
NSEDCP
310
NJ State Employees Deferred Compensation Plan
New Jersey
$1.64M – – –
GWM
311
Gupta Wealth Management
California
$1.64M +$407K +7,270 +37%
Nordea Investment Management
312
Nordea Investment Management
Sweden
$1.63M +$360K +6,430 +31%
LPL Financial
313
LPL Financial
California
$1.57M +$59.9K +1,069 +4%
PL
314
Parthenon LLC
Kentucky
$1.57M – – –
UR
315
USCA RIA
Texas
$1.54M +$1.42M +25,353 New
LSCM
316
LaSalle Street Capital Management
Illinois
$1.45M – – –
KRSITF
317
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.43M +$227K +4,048 +21%
CCM
318
Cadence Capital Management
Massachusetts
$1.43M -$48.2K -861 -4%
ANRIA
319
American National Registered Investment Advisor
Texas
$1.42M – – –
NAM
320
Nichols Asset Management
Massachusetts
$1.37M – – –
CM
321
Churchill Management
California
$1.37M +$1.26M +22,553 New
SFM
322
Signature Financial Management
Virginia
$1.35M -$146K -2,605 -10%
MNBTD
323
Moody National Bank Trust Division
Texas
$1.33M – – –
CSIC
324
Clifford Swan Investment Counsel
California
$1.32M -$11.2K -200 -0.9%
BF
325
BOK Financial
Oklahoma
$1.31M -$288K -5,151 -19%
11 12
13
14 15

MRSH Hedge Fund Activity: Q1 2016 in Review

608 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2016, worth a combined $26.8B — up 7.8% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MRSH positions and 50 closed out — a net gain of 12 holders — while 208 added to existing stakes and 222 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $421M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 608 institutional investors held Marsh (MRSH) as of Q1 2016, up from 602 in Q4 2015.
  • Funds reported $26.8B of Marsh stock for Q1 2016, up 7.8% quarter-over-quarter.
  • 62 funds opened new Marsh positions in Q1 2016 and 50 closed out, a net change of +12 holders.
  • The largest Marsh buyer in Q1 2016 was Royal London Asset Management, an estimated $421M added.
  • The largest Marsh seller in Q1 2016 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2016.