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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
CI
351
Capital International
California
$2.22M
SBWIC
352
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.21M -$238K -2,875 -10%
KRS
353
Kentucky Retirement Systems
Kentucky
$2.19M -$413K -4,980 -16%
HI
354
Horizon Investments
North Carolina
$2.15M +$1.03M +12,432 +91%
MYAM
355
Meiji Yasuda Asset Management
Japan
$2.14M +$24K +290 +1%
BE
356
Bonness Enterprises
District of Columbia
$2.13M -$82.8K -1,000 -4%
SCA
357
Stokes Capital Advisors
South Carolina
$2.12M +$69.4K +838 +3%
JG
358
Jefferies Group
New York
$2.11M -$1.61M -19,429 -43%
Nordea Investment Management
359
Nordea Investment Management
Sweden
$2.1M +$82.5K +996 +4%
Commonwealth Equity Services
360
Commonwealth Equity Services
Massachusetts
$2.09M -$51.3K -619 -2%
SRAM
361
Stone Ridge Asset Management
New York
$2.09M
BF
362
BOK Financial
Oklahoma
$2.06M +$29.2K +352 +1%
William Blair & Company
363
William Blair & Company
Illinois
$1.92M -$654K -7,893 -25%
BHWM
364
Bar Harbor Wealth Management
New Hampshire
$1.91M -$6.96K -84 -0.4%
NVIM
365
New Vernon Investment Management
Illinois
$1.84M +$1.85M +22,276 New
TU
366
TDAM USA
Ontario, Canada
$1.82M -$130K -1,575 -7%
Pacer Advisors
367
Pacer Advisors
Pennsylvania
$1.79M +$348K +4,206 +24%
NO
368
Ninety One
South Africa
$1.79M +$1.7M +20,544 +1,813%
SF
369
Synovus Financial
Georgia
$1.77M +$168K +2,033 +10%
AG
370
Advisor Group
Arizona
$1.72M -$34.2K -413 -2%
AMI
371
Amica Mutual Insurance
Rhode Island
$1.72M
RIL
372
Rothschild Investment LLC
Illinois
$1.69M
LMGAM
373
Liberty Mutual Group Asset Management
Massachusetts
$1.69M
LSCM
374
LaSalle Street Capital Management
Illinois
$1.67M -$301K -3,630 -15%
DDC
375
DF Dent & Co
Maryland
$1.65M +$1.33M +16,016 +404%

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.