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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
HAG
426
HighPoint Advisor Group
Illinois
$856K +$20.5K +251 +3%
FTIOP
427
Fiduciary Trust International of Pennsylvania
Pennsylvania
$854K +$147K +1,800 +21%
WA1
428
Wimmer Associates 1
California
$852K -$12.1K -148 -1%
UCFA
429
United Capital Financial Advisors
Texas
$850K +$85.2K +1,044 +11%
TFA
430
Transamerica Financial Advisors
Florida
$829K -$6.78M -83,003 -89%
WIC
431
Wilkins Investment Counsel
Massachusetts
$820K
SCM
432
Sterling Capital Management
North Carolina
$814K +$74K +906 +10%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$802K +$162K +1,980 +25%
AIP
434
Ameritas Investment Partners
Nebraska
$792K -$72.7K -891 -8%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$783K -$169K -2,065 -18%
AAM
436
Aureus Asset Management
Massachusetts
$782K +$503K +6,160 +182%
DT
437
Diversified Trust
Tennessee
$780K +$777K +9,518 New
WI
438
Wintrust Investments
Illinois
$750K +$747K +9,151 New
LS
439
Livforsakringsbolaget Skandia
Sweden
$747K +$106K +1,300 +17%
CT
440
CPF Texas
Texas
$718K
HCM
441
Howland Capital Management
Massachusetts
$716K
AWM
442
Altium Wealth Management
New York
$714K +$232K +2,838 +48%
VFA
443
Voya Financial Advisors
Connecticut
$712K +$1.55K +19 +0.2%
DLA
444
Douglas Lane & Associates
New York
$707K +$36.6K +448 +5%
NC
445
Nicholas Company
Wisconsin
$704K
CIA
446
Choate Investment Advisors
Massachusetts
$700K
NRS
447
Neville Rodie & Shaw
New York
$699K +$207K +2,530 +42%
SCC
448
Spring Creek Capital
Kansas
$687K +$684K +8,384 New
Mariner
449
Mariner
Kansas
$676K +$220K +2,692 +48%
LTFS
450
Ladenburg Thalmann Financial Services
Florida
$670K

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.