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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
DLA
451
Douglas Lane & Associates
New York
$607K +$139K +1,759 +32%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$601K -$432K -5,449 -71%
MPAM
453
Murphy Pohlad Asset Management
Minnesota
$592K
NA
454
Neuburgh Advisers
California
$579K -$134K -1,696 -20%
FNT
455
First National Trust
Pennsylvania
$575K +$951 +12 +0.2%
CB
456
Commerce Bank
Missouri
$569K +$26.1K +329 +5%
HPC
457
HM Payson & Co
Maine
$567K -$39.6K -500 -7%
LTFS
458
Ladenburg Thalmann Financial Services
Florida
$564K +$74.9K +945 +16%
NCM
459
Noesis Capital Mangement
Florida
$556K
PTC
460
Private Trust Company
Ohio
$553K -$872 -11 -0.2%
DSC
461
Duncker Streett & Co
Missouri
$553K
LOAME
462
Lombard Odier Asset Management (Europe)
United Kingdom
$552K
TRIM
463
Thompson Rubinstein Investment Management
Oregon
$548K
MAM
464
Meeder Asset Management
Ohio
$538K +$499K +6,293 +4,955%
RIM
465
Rampart Investment Management
Connecticut
$533K +$27.9K +352 +6%
WA
466
Waverly Advisors
Alabama
$522K
ST
467
Smithfield Trust
Pennsylvania
$510K +$6.34K +80 +1%
WA
468
WESPAC Advisors
California
$508K +$27.3K +345 +6%
CCG
469
Cypress Capital Group
Florida
$503K
NRS
470
Neville Rodie & Shaw
New York
$503K
WPA
471
West Paces Advisors
Georgia
$498K -$1.58K -20 -0.3%
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$495K +$13.6K +171 +3%
QI
473
QS Investors
New York
$491K
CIC
474
Carnegie Investment Counsel
Ohio
$480K
HFS
475
HL Financial Services
Kentucky
$479K +$15.9K +200 +4%

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.