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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
CAAS
476
Capital Asset Advisory Services
Michigan
$468K +$3.96K +50 +0.9%
MCA
477
Mercer Capital Advisers
New Jersey
$465K
NFP
478
Narus Financial Partners
Utah
$465K +$15.9K +200 +4%
PFS
479
Prospera Financial Services
Texas
$463K +$25.8K +326 +6%
BC
480
Bartlett & Co
Ohio
$462K
SSA
481
Schonfeld Strategic Advisors
New York
$462K +$437K +5,514 New
MBTD
482
Mechanics Bank - Trust Department
California
$461K
TCOT
483
Trust Company of Toledo
Ohio
$461K
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$458K +$34.1K +430 +9%
SCM
485
SOL Capital Management
Maryland
$453K -$15.9K -200 -4%
HCMT
486
Highland Capital Management (Tennessee)
Tennessee
$453K +$6.26K +79 +1%
FIM
487
Foresters Investment Management
New York
$452K +$31.7K +400 +8%
ACP
488
Ashfield Capital Partners
California
$448K +$11.7K +148 +3%
LJAC
489
L.J. Altfest & Co
New York
$447K -$89.6K -1,131 -18%
AAM
490
Aureus Asset Management
Massachusetts
$443K +$12.2K +154 +3%
OCG
491
Opus Capital Group
Ohio
$442K +$122K +1,535 +41%
GXMC
492
Global X Management Company
New York
$439K +$36.8K +464 +10%
ROTUOC
493
Regents of the University of California
California
$436K
BPM
494
Bowling Portfolio Management
Ohio
$432K -$15.9K -200 -4%
IIC
495
Ironwood Investment Counsel
Arizona
$424K
VIA
496
Vident Investment Advisory
Georgia
$422K +$400K +5,042 New
RWA
497
RGT Wealth Advisors
Texas
$417K +$951 +12 +0.2%
RJT
498
Raymond James Trust
Florida
$416K +$2.14K +27 +0.5%
SGCA
499
Steel Grove Capital Advisors
Tennessee
$411K -$152K -1,920 -28%
CA
500
Commerzbank Aktiengesellschaft
Germany
$409K +$119K +1,506 +45%

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.