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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
SCM
301
Stevens Capital Management
Pennsylvania
$3.47M -$3.14M -37,916 -47%
PDN
302
Pensionfund DSM Netherlands
Netherlands
$3.46M -$812K -9,800 -19%
KeyBank National Association
303
KeyBank National Association
Ohio
$3.43M -$64K -772 -2%
CGH
304
Crossmark Global Holdings
Texas
$3.41M -$394K -4,760 -10%
AAM
305
Auxier Asset Management
Oregon
$3.41M
CAM
306
Close Asset Management
United Kingdom
$3.33M -$13.3K -160 -0.4%
CBOA
307
Commonwealth Bank of Australia
Australia
$3.25M -$534K -6,452 -14%
LIA
308
LS Investment Advisors
Michigan
$3.19M -$55.9K -675 -2%
MAM
309
Meeder Asset Management
Ohio
$3.17M +$1.19M +14,396 +60%
GSC
310
G&S Capital
Colorado
$3.16M -$44.6K -538 -1%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$3.06M +$275K +3,320 +10%
SIM
312
Sentry Investment Management
Wisconsin
$3.06M -$295K -3,557 -9%
HVIA
313
Hudson Valley Investment Advisors
New York
$3.02M +$107K +1,287 +4%
NEI
314
Northwest & Ethical Investments
Ontario, Canada
$3M -$25.7K -310 -0.8%
JMPWA
315
JP Morgan Private Wealth Advisors
California
$3M +$352K +4,247 +13%
SDIC
316
South Dakota Investment Council
South Dakota
$2.96M
Creative Planning
317
Creative Planning
Kansas
$2.95M -$116K -1,402 -4%
WAM
318
World Asset Management
Michigan
$2.91M -$967K -11,669 -25%
RIM
319
Redpoint Investment Management
Australia
$2.89M
SLI
320
Sumitomo Life Insurance
Japan
$2.79M -$125K -1,512 -4%
TPWA
321
TRUE Private Wealth Advisors
Oregon
$2.78M -$828 -10 -0%
DCM
322
Dupont Capital Management
Delaware
$2.75M +$757K +9,134 +38%
HI
323
Harrington Investments
California
$2.73M +$11.2K +135 +0.4%
SAM
324
Strategy Asset Managers
California
$2.72M +$2.72M +32,883 New
WBC
325
Westpac Banking Corp
Australia
$2.7M

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.