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MRSH

Marsh

718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.85B)

1.15% more ownership

Funds ownership: 84.67%85.82% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

3% less funds holding

Funds holding: 737718 (-19)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

35% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $42M

Holders
718
Holders Change
-19
Holders Change %
-2.58%
% of All Funds
17.9%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.4%
New
62
Increased
251
Reduced
257
Closed
72
Calls
$27.5M
Puts
$42M
Net Calls
-$14.6M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
Conning Inc
Connecticut
$1.06M -$10.3K -130 -1%
GL
402
GLG LLC
New York
$1.06M -$92.8K -1,171 -9%
NI
403
Numeric Investors
Massachusetts
$1.06M +$999K +12,600 New
SWP
404
Stratos Wealth Partners
Ohio
$1.05M +$996K +12,560 New
FT
405
Fiduciary Trust
Massachusetts
$1.05M
PCM
406
Prelude Capital Management
New York
$1.04M +$970K +12,234 +5,251%
EP
407
Elkfork Partners
Oregon
$1.01M -$235K -2,968 -20%
Pacer Advisors
408
Pacer Advisors
Pennsylvania
$1M +$89.6K +1,131 +10%
HIM
409
Hermes Investment Management
United Kingdom
$1M +$166K +2,093 +21%
AIM
410
Assured Investment Management
New York
$997K +$943K +11,894 New
AT
411
Arden Trust
Delaware
$955K -$12.2K -154 -1%
NG
412
NatWest Group
United Kingdom
$943K
AP
413
Advisor Partners
California
$933K -$6.82K -86 -0.8%
RCM
414
Riverhead Capital Management
Delaware
$932K -$225K -2,838 -20%
AIP
415
Ameritas Investment Partners
Nebraska
$914K
Federated Hermes
416
Federated Hermes
Pennsylvania
$909K -$38.4K -485 -4%
CWM
417
Confluence Wealth Management
Oregon
$902K -$24.5K -309 -3%
WA1
418
Wimmer Associates 1
California
$902K +$79 +1 +0%
UCFA
419
United Capital Financial Advisors
Texas
$896K +$205K +2,589 +32%
WT
420
Whittier Trust
California
$893K +$127K +1,600 +18%
HI
421
Horizon Investments
North Carolina
$884K -$250K -3,149 -21%
Cambridge Investment Research Advisors
422
Cambridge Investment Research Advisors
Iowa
$864K +$288K +3,636 +54%
RWP
423
RWA Wealth Partners
Massachusetts
$855K +$2.38K +30 +0.3%
EP
424
Edgestream Partners
New Jersey
$840K -$340K -4,287 -30%
WIC
425
Wilkins Investment Counsel
Massachusetts
$838K

MRSH Hedge Fund Activity: Q3 2017 in Review

718 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2017, worth a combined $36.9B — up 8.4% from $34B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of MRSH and 62 opened new positions — a net loss of 10 holders — while 257 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $551M. The largest seller was Wellington Management Group, cutting an estimated $199M.

  • 718 institutional investors held Marsh (MRSH) as of Q3 2017, down from 737 in Q2 2017.
  • Funds reported $36.9B of Marsh stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 62 funds opened new Marsh positions in Q3 2017 and 72 closed out, a net change of -10 holders.
  • The largest Marsh buyer in Q3 2017 was Capital World Investors, an estimated $551M added.
  • The largest Marsh seller in Q3 2017 was Wellington Management Group, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2017.