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MRSH

Marsh

835 hedge funds and large institutions have $41.3B invested in Marsh in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $21.3M

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

20% more capital invested

Capital invested by funds: $34.4B → $41.3B (+$6.87B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 825835 (+10)

0.06% less ownership

Funds ownership: 87.32%87.26% (-0.06%)

4% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 297

Holders
835
Holders Change
+10
Holders Change %
+1.21%
% of All Funds
18.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
84
Increased
285
Reduced
297
Closed
67
Calls
$46.4M
Puts
$21.3M
Net Calls
+$25.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
476
American Portfolios Advisors
New York
$819K +$326K +3,682 +73%
KWA
477
KCS Wealth Advisory
California
$818K +$78.7K +890 +11%
AI
478
Atria Investments
North Carolina
$808K +$90.7K +1,026 +14%
NRS
479
Neville Rodie & Shaw
New York
$801K
CC
480
ClearArc Capital
Ohio
$796K -$14.9K -168 -2%
CWM
481
Confluence Wealth Management
Oregon
$784K -$161K -1,825 -18%
TSW
482
Thompson Siegel & Walmsley
Virginia
$757K
CSS
483
Cubist Systematic Strategies
Connecticut
$746K -$6.94M -78,510 -91%
DSI
484
Daiwa SB Investments
Japan
$739K -$140K -1,580 -17%
EMG
485
ETF Managers Group
New Jersey
$734K -$951K -10,751 -58%
Verition Fund Management
486
Verition Fund Management
Connecticut
$732K +$459K +5,188 +199%
BAM
487
Belpointe Asset Management
Nevada
$727K -$109K -1,227 -14%
TH
488
TCTC Holdings
Texas
$727K
SCM
489
Sterling Capital Management
North Carolina
$724K -$137K -1,548 -17%
LOAMS
490
Lombard Odier Asset Management (Switzerland)
Switzerland
$724K
CIA
491
Choate Investment Advisors
Massachusetts
$722K
CAG
492
Crestwood Advisors Group
Massachusetts
$717K +$29.4K +332 +5%
AT
493
Arden Trust
Delaware
$710K -$207K -2,345 -24%
NC
494
Northcape Capital
Australia
$707K +$156K +1,764 +31%
CWM
495
Calamos Wealth Management
Illinois
$696K -$34.9K -395 -5%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$694K +$64.1K +725 +11%
FBT
497
First Bankers Trust
Kentucky
$694K +$654K +7,389 New
AWM
498
Altium Wealth Management
New York
$692K -$27.9K -315 -4%
WG
499
Winton Group
United Kingdom
$685K -$172K -1,945 -21%
EWM
500
Elmwood Wealth Management
California
$680K -$30.1K -340 -4%

MRSH Hedge Fund Activity: Q1 2019 in Review

835 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2019, worth a combined $41.3B — up 20% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MRSH positions and 67 closed out — a net gain of 17 holders — while 285 added to existing stakes and 297 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $206M. The largest seller was T. Rowe Price Associates, cutting an estimated $276M.

  • 835 institutional investors held Marsh (MRSH) as of Q1 2019, up from 825 in Q4 2018.
  • Funds reported $41.3B of Marsh stock for Q1 2019, up 20% quarter-over-quarter.
  • 84 funds opened new Marsh positions in Q1 2019 and 67 closed out, a net change of +17 holders.
  • The largest Marsh buyer in Q1 2019 was Fidelity Investments, an estimated $206M added.
  • The largest Marsh seller in Q1 2019 was T. Rowe Price Associates, an estimated $276M sold.

Based on aggregated 13F filings for Q1 2019.