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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
CSS
501
Cubist Systematic Strategies
Connecticut
$405K -$725K -9,152 -65%
PMAM
502
Picton Mahoney Asset Management
Ontario, Canada
$403K +$380K +4,800 New
DWM
503
Doyle Wealth Management
Florida
$402K
HB
504
Homrich & Berg
Georgia
$399K
CCA
505
Checchi Capital Advisers
California
$399K +$1.9K +24 +0.5%
SI
506
Stephens Inc
Arkansas
$398K +$68.8K +868 +22%
BRWA
507
B. Riley Wealth Advisors
Florida
$390K -$317 -4 -0.1%
BWAM
508
Boyd Watterson Asset Management
Ohio
$390K +$1.74K +22 +0.5%
PA
509
Parallel Advisors
California
$387K -$12.1K -153 -3%
TBA
510
Tower Bridge Advisors
Pennsylvania
$377K
TCOV
511
Trust Company of Vermont
Vermont
$373K -$21.3K -269 -6%
AI
512
Atria Investments
North Carolina
$367K +$32K +404 +10%
DCP
513
DSM Capital Partners
Florida
$365K +$345K +4,350 New
TPWA
514
TRUE Private Wealth Advisors
Oregon
$362K -$872 -11 -0.3%
CBU
515
CIBC Bank USA
Illinois
$359K -$34.8K -439 -9%
SS
516
Simplicity Solutions
Minnesota
$352K +$20.1K +253 +6%
GI
517
GAMCO Investors
Connecticut
$347K
NA
518
NewEdge Advisors
Louisiana
$346K +$4.91K +62 +2%
WCM
519
Wallace Capital Management
Texas
$345K +$35.7K +450 +12%
HCM
520
Hutchinson Capital Management
California
$343K -$15.9K -200 -5%
BAAM
521
Baker Avenue Asset Management
California
$342K
CT
522
Cambridge Trust
Massachusetts
$339K -$35.3K -445 -10%
First Manhattan
523
First Manhattan
New York
$339K +$31.7K +400 +11%
MYLI
524
Meiji Yasuda Life Insurance
Japan
$327K
RL
525
Ruffer LLP
United Kingdom
$327K

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.