We are live on ! Find out more
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
William Blair & Company
351
William Blair & Company
Illinois
$1.88M -$19.3K -236 -1%
II
352
IFM Investors
Australia
$1.86M +$552K +6,764 +42%
SF
353
Synovus Financial
Georgia
$1.85M +$96.7K +1,185 +6%
NVIM
354
New Vernon Investment Management
Illinois
$1.83M
PIA
355
Piedmont Investment Advisors
North Carolina
$1.8M -$5.16M -63,177 -74%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.77M -$404K -4,950 -19%
HIC
357
Hartline Investment Corp
Illinois
$1.73M +$1.72M +21,128 New
OAM
358
Oppenheimer Asset Management
New York
$1.73M +$352K +4,316 +26%
PAG
359
Private Advisor Group
New Jersey
$1.72M +$1.09M +13,323 +175%
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$1.71M +$465K +5,700 +38%
AMI
361
Amica Mutual Insurance
Rhode Island
$1.7M
GHCM
362
Glen Harbor Capital Management
California
$1.7M +$718K +8,800 +74%
W
363
Wealthfront
California
$1.68M +$445K +5,454 +36%
LPL Financial
364
LPL Financial
California
$1.68M -$555K -6,798 -25%
LMGAM
365
Liberty Mutual Group Asset Management
Massachusetts
$1.66M -$11.9K -146 -0.7%
CLOS
366
Compagnie Lombard Odier SCmA
Switzerland
$1.65M +$245K +3,000 +17%
DDC
367
DF Dent & Co
Maryland
$1.64M +$2.94K +36 +0.2%
TAM
368
Tiverton Asset Management
Delaware
$1.64M +$1.5M +18,334 +1,134%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$1.59M +$18.4K +226 +1%
WF
370
Welch & Forbes
Massachusetts
$1.56M +$2.94K +36 +0.2%
NIC
371
Northwest Investment Counselors
Oregon
$1.55M -$11.2K -137 -0.7%
APFBOT
372
Amica Pension Fund Board of Trustees
Rhode Island
$1.51M
CSIC
373
Clifford Swan Investment Counsel
California
$1.51M -$81.6K -1,000 -5%
MML Investors Services
374
MML Investors Services
Massachusetts
$1.49M +$179K +2,191 +14%
RFA
375
Reilly Financial Advisors
California
$1.49M +$1.47M +17,962 +11,817%

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.