Marsh
MRSH
515 hedge funds and large institutions have $22.6B invested in Marsh in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 26 closing their positions.
126% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $8.63M
50% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 26
22% more capital invested
Capital invested by funds: $18.5B → $22.6B (+$4.06B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1% more funds holding
Funds holding: 508 → 515 (+7)
0.23% more ownership
Funds ownership: 84.33% → 84.57% (+0.23%)
12% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$224M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$102M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.2M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$41.7M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$89.7M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$77.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$51.2M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$46.1M |
| 5 |
Renaissance Technologies
New York
|
-$45.5M |
MRSH Hedge Fund Activity: Q3 2013 in Review
515 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2013, worth a combined $22.6B — up 22% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MRSH positions and 26 closed out — a net gain of 13 holders — while 175 added to existing stakes and 198 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $224M. The largest seller was Lord, Abbett & Co, cutting an estimated $89.7M.
- 515 institutional investors held Marsh (MRSH) as of Q3 2013, up from 508 in Q2 2013.
- Funds reported $22.6B of Marsh stock for Q3 2013, up 22% quarter-over-quarter.
- 39 funds opened new Marsh positions in Q3 2013 and 26 closed out, a net change of +13 holders.
- The largest Marsh buyer in Q3 2013 was JP Morgan Chase, an estimated $224M added.
- The largest Marsh seller in Q3 2013 was Lord, Abbett & Co, an estimated $89.7M sold.
Based on aggregated 13F filings for Q3 2013.