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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$2.46M +$623K +7,854 +37%
EIM
327
Essex Investment Management
Massachusetts
$2.41M -$128K -1,615 -5%
MYAM
328
Meiji Yasuda Asset Management
Japan
$2.4M -$33.3K -420 -1%
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$2.4M +$104K +1,306 +5%
LTI
330
Laffer Tengler Investments
Tennessee
$2.37M -$161K -2,025 -7%
VIM
331
Veritas Investment Management
United Kingdom
$2.36M
CA
332
Cornerstone Advisors
North Carolina
$2.35M +$1.59M +20,000 +250%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$2.32M +$600K +7,569 +38%
PAG
334
Private Advisor Group
New Jersey
$2.3M +$48.3K +609 +2%
RFC
335
Regions Financial Corp
Alabama
$2.28M -$2.77K -35 -0.1%
NSEDCP
336
NJ State Employees Deferred Compensation Plan
New Jersey
$2.26M
BE
337
Bonness Enterprises
District of Columbia
$2.25M
Nordea Investment Management
338
Nordea Investment Management
Sweden
$2.22M +$55.9K +705 +3%
DCM
339
Dupont Capital Management
Delaware
$2.22M -$24.4K -308 -1%
PS
340
Pensionfund Sabic
Netherlands
$2.18M
IIM
341
Ipswich Investment Management
Massachusetts
$2.15M +$65K +820 +3%
AMI
342
Amica Mutual Insurance
Rhode Island
$2.1M +$1.98M +25,030 New
BF
343
BOK Financial
Oklahoma
$2.07M +$42.2K +533 +2%
TU
344
TDAM USA
Ontario, Canada
$2.06M -$516K -6,507 -21%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$2.04M +$63.6K +803 +3%
BHWM
346
Bar Harbor Wealth Management
New Hampshire
$2.03M -$90K -1,136 -4%
LSCM
347
LaSalle Street Capital Management
Illinois
$2M
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$1.99M +$11.4K +144 +0.6%
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
$1.93M -$909K -11,470 -33%
KOCAA
350
Knights of Columbus Asset Advisors
Connecticut
$1.92M -$166K -2,100 -8%

MRSH Hedge Fund Activity: Q3 2017 in Review

718 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2017, worth a combined $36.9B — up 8.4% from $34B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of MRSH and 62 opened new positions — a net loss of 10 holders — while 257 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $551M. The largest seller was Wellington Management Group, cutting an estimated $199M.

  • 718 institutional investors held Marsh (MRSH) as of Q3 2017, down from 737 in Q2 2017.
  • Funds reported $36.9B of Marsh stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 62 funds opened new Marsh positions in Q3 2017 and 72 closed out, a net change of -10 holders.
  • The largest Marsh buyer in Q3 2017 was Capital World Investors, an estimated $551M added.
  • The largest Marsh seller in Q3 2017 was Wellington Management Group, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2017.