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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
CGH
301
Crossmark Global Holdings
Texas
$3.15M -$226K -2,770 -7%
LIA
302
LS Investment Advisors
Michigan
$3.13M -$32.6K -399 -1%
Mirae Asset Global Investments
303
Mirae Asset Global Investments
South Korea
$3.09M -$907K -11,111 -23%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$3.07M +$31.5K +386 +1%
HVIA
305
Hudson Valley Investment Advisors
New York
$3.05M +$54.7K +670 +2%
SLI
306
Sumitomo Life Insurance
Japan
$3.03M +$264K +3,228 +10%
SDIC
307
South Dakota Investment Council
South Dakota
$2.94M
RIM
308
Redpoint Investment Management
Australia
$2.9M +$37.2K +456 +1%
NONA
309
Ninety One North America
New York
$2.82M +$523K +6,403 +23%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$2.78M +$16.5K +202 +0.6%
Creative Planning
311
Creative Planning
Kansas
$2.76M -$172K -2,112 -6%
SIM
312
Sentry Investment Management
Wisconsin
$2.75M -$293K -3,590 -10%
WAM
313
World Asset Management
Michigan
$2.73M -$160K -1,962 -6%
DCM
314
Dupont Capital Management
Delaware
$2.71M -$11.4K -140 -0.4%
WBC
315
Westpac Banking Corp
Australia
$2.68M
HI
316
Harrington Investments
California
$2.64M -$63.1K -773 -2%
MCIM
317
Meadow Creek Investment Management
Georgia
$2.63M +$1.11M +13,600 +74%
N
318
Nuveen
North Carolina
$2.61M +$27.2K +333 +1%
SAM
319
Strategy Asset Managers
California
$2.6M -$90K -1,103 -3%
FA
320
FDx Advisors
Illinois
$2.6M +$374K +4,577 +17%
DC
321
Davenport & Co
Virginia
$2.6M -$17K -208 -0.7%
NB
322
Norinchukin Bank
Japan
$2.59M +$18.4K +225 +0.7%
Envestnet Asset Management
323
Envestnet Asset Management
Illinois
$2.54M +$82.3K +1,008 +3%
KOCAA
324
Knights of Columbus Asset Advisors
Connecticut
$2.53M -$98K -1,200 -4%
IIM
325
Ipswich Investment Management
Massachusetts
$2.52M +$133K +1,630 +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.