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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
SCM
451
Shelton Capital Management
Colorado
$666K -$24.5K -300 -4%
TSW
452
Thompson Siegel & Walmsley
Virginia
$661K
CB
453
Commerce Bank
Missouri
$660K +$84.7K +1,037 +15%
Financial Engines Advisors
454
Financial Engines Advisors
California
$649K -$34.5K -423 -5%
EWM
455
Elmwood Wealth Management
California
$639K -$12.2K -150 -2%
HPC
456
HM Payson & Co
Maine
$637K +$25K +306 +4%
WPA
457
West Paces Advisors
Georgia
$636K +$10.8K +132 +2%
TH
458
TCTC Holdings
Texas
$634K
AI
459
Atria Investments
North Carolina
$627K +$167K +2,048 +37%
CAG
460
Crestwood Advisors Group
Massachusetts
$626K -$229K -2,810 -27%
KFA
461
Kabarec Financial Advisors
Illinois
$619K +$203K +2,484 +49%
GXMC
462
Global X Management Company
New York
$604K +$130K +1,589 +27%
Luther King Capital Management (LKCM)
463
Luther King Capital Management (LKCM)
Texas
$601K -$40.8K -500 -6%
SI
464
Stephens Inc
Arkansas
$597K +$86.5K +1,059 +17%
B
465
Barings
North Carolina
$594K -$555K -6,800 -48%
CC
466
Chicago Capital
Illinois
$590K
VIA
467
Vident Investment Advisory
Georgia
$585K +$4.9K +60 +0.8%
PTC
468
Private Trust Company
Ohio
$579K -$15.4K -189 -3%
FCH
469
Freestone Capital Holdings
Washington
$579K +$577K +7,068 New
DSI
470
Daiwa SB Investments
Japan
$576K +$10.6K +130 +2%
EWM
471
Evercore Wealth Management
New York
$574K -$167K -2,044 -23%
CCG
472
Cypress Capital Group
Florida
$574K -$81.6K -1,000 -13%
OCG
473
Opus Capital Group
Ohio
$572K +$139K +1,700 +32%
CPA
474
Capital Planning Advisors
California
$572K +$569K +6,976 New
RJT
475
Raymond James Trust
Florida
$567K +$70.2K +860 +14%

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.