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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
HAG
426
HighPoint Advisor Group
Illinois
$822K +$4.91K +62 +0.6%
ZCA
427
Zeke Capital Advisors
Pennsylvania
$811K +$353K +4,452 +85%
GHCM
428
Glen Harbor Capital Management
California
$797K -$185K -2,332 -20%
DSI
429
Daiwa SB Investments
Japan
$788K +$59.4K +750 +9%
NC
430
Nicholas Company
Wisconsin
$779K -$182K -2,300 -20%
PI
431
Putnam Investments
Massachusetts
$774K -$63.4K -800 -8%
FTIOP
432
Fiduciary Trust International of Pennsylvania
Pennsylvania
$758K -$161K -2,025 -18%
EWM
433
Evercore Wealth Management
New York
$758K +$11K +139 +2%
GLA
434
Great Lakes Advisors
Illinois
$744K +$16.1K +203 +2%
HCM
435
Howland Capital Management
Massachusetts
$743K -$23.8K -300 -3%
WEC
436
Winslow Evans & Crocker
Massachusetts
$728K +$79 +1 +0%
CIA
437
Choate Investment Advisors
Massachusetts
$727K -$320K -4,040 -32%
VFA
438
Voya Financial Advisors
Connecticut
$712K +$3.17K +40 +0.5%
SCM
439
Shelton Capital Management
Colorado
$706K -$39.6K -500 -6%
LNC
440
Lincoln National Corp
Pennsylvania
$697K -$31.2K -393 -5%
FPS
441
Fieldpoint Private Securities
Connecticut
$688K +$650K +8,205 New
SPC
442
Stewart & Patten Company
California
$687K
TSW
443
Thompson Siegel & Walmsley
Virginia
$676K
CAM
444
Cypress Asset Management
Texas
$670K -$79.3K -1,000 -11%
TH
445
TCTC Holdings
Texas
$649K
CWM
446
Calamos Wealth Management
Illinois
$645K +$610K +7,700 New
FWCM
447
Ferguson Wellman Capital Management
Oregon
$642K +$12.5K +158 +2%
DADC
448
D.A. Davidson & Co
Montana
$637K -$8.32K -105 -1%
Voloridge Investment Management
449
Voloridge Investment Management
Florida
$631K +$597K +7,528 New
SCA
450
Snowden Capital Advisors
New York
$612K +$58.4K +737 +11%

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.