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MRSH

Marsh

825 hedge funds and large institutions have $34.4B invested in Marsh in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

48% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 73

13% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $29.5M

4% more funds holding

Funds holding: 797825 (+28)

0.02% less ownership

Funds ownership: 87.34%87.32% (-0.02%)

6% less capital invested

Capital invested by funds: $36.5B → $34.4B (-$2.02B)

14% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 300

Holders
825
Holders Change
+28
Holders Change %
+3.51%
% of All Funds
18.38%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
108
Increased
259
Reduced
300
Closed
73
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
376
A.R.T. Advisors
New York
$1.52M +$1.59M +19,100 New
OAM
377
Oppenheimer Asset Management
New York
$1.52M -$42.9K -514 -3%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$1.5M +$37.5K +450 +2%
EMG
379
ETF Managers Group
New Jersey
$1.48M +$1.43M +17,204 +1,263%
V
380
Veritable
Delaware
$1.43M +$22.6K +271 +2%
RCM
381
Riverhead Capital Management
Delaware
$1.42M -$42.7K -512 -3%
MML Investors Services
382
MML Investors Services
Massachusetts
$1.42M -$239K -2,871 -14%
WF
383
Welch & Forbes
Massachusetts
$1.42M -$22.1K -265 -1%
CSIC
384
Clifford Swan Investment Counsel
California
$1.41M -$33.3K -400 -2%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$51.7K +620 +4%
FGP
386
Foyston, Gordon, & Payne
Ontario, Canada
$1.34M +$1.41M +16,858 New
PCM
387
Penserra Capital Management
California
$1.32M -$389K -4,667 -22%
NA
388
Neuburgh Advisers
California
$1.31M -$28K -336 -2%
BPC
389
Banque Pictet & Cie
Switzerland
$1.31M +$508K +6,095 +59%
BCWM
390
Blue Chip Wealth Management
Florida
$1.3M +$1.5K +18 +0.1%
TU
391
TDAM USA
Ontario, Canada
$1.29M -$23.8K -285 -2%
AMI
392
Amica Mutual Insurance
Rhode Island
$1.29M
Federated Hermes
393
Federated Hermes
Pennsylvania
$1.28M -$236K -2,825 -15%
CCP
394
Corient Capital Partners
California
$1.28M +$271K +3,255 +25%
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$1.28M +$1.33M +15,990 +34,021%
RFC
396
Regions Financial Corp
Alabama
$1.28M -$33.3K -399 -2%
ATC
397
Argent Trust Co
Tennessee
$1.25M +$41.7K +500 +3%
VC
398
Voit & Company
Wisconsin
$1.24M +$1.3M +15,586 New
ECM
399
Everence Capital Management
Indiana
$1.22M
DC
400
Diametric Capital
Massachusetts
$1.21M +$520K +6,235 +69%

MRSH Hedge Fund Activity: Q4 2018 in Review

825 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2018, worth a combined $34.4B — down 5.5% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new MRSH positions and 73 closed out — a net gain of 35 holders — while 259 added to existing stakes and 300 trimmed.

The largest buyer was BlackRock, adding an estimated $230M. The largest seller was American Century Companies, cutting an estimated $133M.

  • 825 institutional investors held Marsh (MRSH) as of Q4 2018, up from 797 in Q3 2018.
  • Funds reported $34.4B of Marsh stock for Q4 2018, down 5.5% quarter-over-quarter.
  • 108 funds opened new Marsh positions in Q4 2018 and 73 closed out, a net change of +35 holders.
  • The largest Marsh buyer in Q4 2018 was BlackRock, an estimated $230M added.
  • The largest Marsh seller in Q4 2018 was American Century Companies, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2018.