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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
Allianz Asset Management
376
Allianz Asset Management
Germany
$1.47M -$932K -11,413 -39%
PAM
377
Panagora Asset Management
Massachusetts
$1.46M -$124K -1,516 -8%
RCM
378
Riverhead Capital Management
Delaware
$1.45M +$356K +4,357 +33%
V
379
Veritable
Delaware
$1.43M +$60K +735 +4%
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$1.42M +$46.9K +575 +3%
AG
381
Advisor Group
Arizona
$1.42M -$284K -3,473 -17%
TU
382
TDAM USA
Ontario, Canada
$1.41M -$396K -4,847 -22%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$15K -184 -1%
BCWM
384
Blue Chip Wealth Management
Florida
$1.39M +$39K +478 +3%
RFC
385
Regions Financial Corp
Alabama
$1.34M +$52.4K +642 +4%
CI
386
Cigna Investments
Connecticut
$1.32M -$207K -2,539 -14%
RC
387
RegentAtlantic Capital
New Jersey
$1.29M -$35.4K -434 -3%
ECM
388
Everence Capital Management
Indiana
$1.25M
NA
389
Neuburgh Advisers
California
$1.24M +$522K +6,400 +74%
RC
390
RBF Capital
California
$1.23M
LSCM
391
LaSalle Street Capital Management
Illinois
$1.21M -$453K -5,544 -27%
LNC
392
Lincoln National Corp
Pennsylvania
$1.16M +$574K +7,030 +98%
ANRIA
393
American National Registered Investment Advisor
Texas
$1.15M
PWLP
394
Prio Wealth Limited Partnership
Massachusetts
$1.14M +$163 +2 +0%
JWM
395
Jackson Wealth Management
Florida
$1.11M +$9.8K +120 +1%
MERSOM
396
Municipal Employees' Retirement System of Michigan
Michigan
$1.1M +$17.1K +210 +2%
DBIA
397
Dumont & Blake Investment Advisors
New Jersey
$1.1M +$26.1K +320 +2%
VIM
398
Veritas Investment Management
United Kingdom
$1.08M
JHP
399
James Hambro & Partners
United Kingdom
$1.07M +$36.7K +450 +4%
CC
400
ClearArc Capital
Ohio
$1.06M +$980 +12 +0.1%

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.