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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
MNBTD
401
Moody National Bank Trust Division
Texas
$1.05M
CCP
402
Corient Capital Partners
California
$1.05M +$717K +8,789 +218%
CTA
403
Chesley Taft & Associates
Illinois
$1.05M -$16.3K -200 -2%
Fayez Sarofim & Co
404
Fayez Sarofim & Co
Texas
$1.04M
FT
405
Fiduciary Trust
Massachusetts
$1.03M
SWP
406
Stratos Wealth Partners
Ohio
$1.03M +$5.63K +69 +0.6%
ATC
407
Argent Trust Co
Tennessee
$1.01M +$1.01M +12,330 New
GAM
408
Gotham Asset Management
New York
$998K -$6.41M -78,526 -87%
AP
409
Advisor Partners
California
$995K +$42.3K +518 +4%
CI
410
Conning Inc
Connecticut
$961K -$36.7K -450 -4%
SCA
411
Snowden Capital Advisors
New York
$953K +$136K +1,662 +17%
PA
412
Profund Advisors
Maryland
$939K -$163K -1,995 -15%
WT
413
Whittier Trust
California
$929K -$20.1K -246 -2%
HIM
414
Hermes Investment Management
United Kingdom
$923K
NG
415
NatWest Group
United Kingdom
$922K
IRF
416
IBM Retirement Fund
New York
$917K -$120K -1,466 -12%
FPS
417
Fieldpoint Private Securities
Connecticut
$906K
DADC
418
D.A. Davidson & Co
Montana
$903K +$441K +5,398 +96%
OC
419
Oppenheimer & Co
New York
$899K -$25.1K -307 -3%
HSA
420
HBK Sorce Advisory
Pennsylvania
$897K +$80.6K +987 +10%
BAM
421
Bruderman Asset Management
New York
$893K +$571K +6,989 +179%
ZCA
422
Zeke Capital Advisors
Pennsylvania
$877K -$1.8K -22 -0.2%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$873K +$642K +7,859 +282%
AT
424
Arden Trust
Delaware
$865K -$34.9K -427 -4%
CWM
425
Confluence Wealth Management
Oregon
$856K

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.