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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
PAM
326
Paradigm Asset Management
New York
$2.48M
PS
327
Pensionfund Sabic
Netherlands
$2.48M
FMT
328
First Mercantile Trust
Tennessee
$2.47M -$3.67K -45 -0.1%
HI
329
Horizon Investments
North Carolina
$2.47M +$342K +4,194 +16%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$2.45M -$89.8K -1,100 -4%
TVWM
331
Tower View Wealth Management
Wisconsin
$2.42M +$17.4K +213 +0.7%
CIP
332
Chartwell Investment Partners
Pennsylvania
$2.4M +$2.39M +29,236 New
EIM
333
Essex Investment Management
Massachusetts
$2.35M
Public Sector Pension Investment Board (PSP Investments)
334
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.33M
CA
335
Cornerstone Advisors
North Carolina
$2.29M
SAM
336
Symphony Asset Management
California
$2.22M -$2.38M -29,185 -52%
OMCS
337
Old Mutual Customised Solutions
South Africa
$2.22M
NSEDCP
338
NJ State Employees Deferred Compensation Plan
New Jersey
$2.21M
CI
339
Capital International
California
$2.21M
SCA
340
Stokes Capital Advisors
South Carolina
$2.18M +$77.6K +950 +4%
EP
341
Elkfork Partners
Oregon
$2.17M +$914K +11,200 +74%
MYAM
342
Meiji Yasuda Asset Management
Japan
$2.15M +$24.5K +300 +1%
SBWIC
343
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.12M -$69.4K -850 -3%
BF
344
BOK Financial
Oklahoma
$2.12M +$76.4K +936 +4%
BE
345
Bonness Enterprises
District of Columbia
$2.12M
SRAM
346
Stone Ridge Asset Management
New York
$2.08M
Nordea Investment Management
347
Nordea Investment Management
Sweden
$2.06M -$27.8K -340 -1%
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$2.02M -$59.4K -728 -3%
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$1.94M +$160K +1,955 +9%
BHWM
350
Bar Harbor Wealth Management
New Hampshire
$1.89M -$408 -5 -0%

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.