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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
BRWA
476
B. Riley Wealth Advisors
Florida
$562K -$249K -3,045 -31%
NCM
477
Noesis Capital Mangement
Florida
$543K
DSC
478
Duncker Streett & Co
Missouri
$541K
PI
479
Putnam Investments
Massachusetts
$537K -$88.5K -1,084 -14%
HCMT
480
Highland Capital Management (Tennessee)
Tennessee
$534K -$7.02K -86 -1%
MPAM
481
Murphy Pohlad Asset Management
Minnesota
$529K -$49K -600 -8%
LCM
482
Laurion Capital Management
New York
$527K -$642K -7,863 -55%
CAM
483
Claret Asset Management
Quebec, Canada
$516K
FNT
484
First National Trust
Pennsylvania
$513K -$653 -8 -0.1%
WEC
485
Winslow Evans & Crocker
Massachusetts
$508K
ST
486
Smithfield Trust
Pennsylvania
$506K
HB
487
Homrich & Berg
Georgia
$506K +$6.53K +80 +1%
VCM
488
Virtue Capital Management
Tennessee
$506K +$226K +2,767 +81%
AWM
489
Aries Wealth Management
Maine
$502K
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$489K +$15.3K +188 +3%
QI
491
QS Investors
New York
$480K
MME
492
Meag Munich Ergo
Germany
$474K
ET
493
Equitable Trust
Tennessee
$474K +$472K +5,788 New
HFS
494
HL Financial Services
Kentucky
$473K +$4.82K +59 +1%
TRIM
495
Thompson Rubinstein Investment Management
Oregon
$472K -$57.1K -700 -11%
KWA
496
KCS Wealth Advisory
California
$466K +$11K +135 +2%
Holocene Advisors
497
Holocene Advisors
New York
$461K -$90.3K -1,106 -16%
CIC
498
Carnegie Investment Counsel
Ohio
$458K
GC
499
Grimes & Company
Massachusetts
$456K
MCA
500
Mercer Capital Advisers
New Jersey
$454K

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.