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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
BCWM
501
Bartlett & Co Wealth Management
Ohio
$452K -$10.5K -129 -2%
BC
502
Bartlett & Co
Ohio
$452K -$10.5K -129 -2%
MBTD
503
Mechanics Bank - Trust Department
California
$451K
TCOT
504
Trust Company of Toledo
Ohio
$451K
MMHP
505
Murphy Middleton Hinkle & Parker
Georgia
$448K
S
506
SimplyRich
California
$447K +$10.4K +127 +2%
Federated Hermes
507
Federated Hermes
Pennsylvania
$444K -$276K -3,386 -38%
ACA
508
Atlas Capital Advisors
Wyoming
$443K -$303K -3,706 -42%
CB
509
Chemical Bank
Michigan
$442K
CAAS
510
Capital Asset Advisory Services
Michigan
$438K -$9.8K -120 -2%
ACP
511
Ashfield Capital Partners
California
$438K
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$434K -$4.16K -51 -1%
PFS
513
Prospera Financial Services
Texas
$431K -$3.67K -45 -0.9%
IUHSA
514
Itau Unibanco Holding S.A.
Brazil
$430K -$468K -5,734 -52%
LOAME
515
Lombard Odier Asset Management (Europe)
United Kingdom
$430K
DWM
516
Dakota Wealth Management
Florida
$427K +$425K +5,212 New
ROTUOC
517
Regents of the University of California
California
$426K
Mackenzie Financial
518
Mackenzie Financial
Ontario, Canada
$426K +$185K +2,272 +78%
IA
519
IFP Advisors
Florida
$419K +$237K +2,901 +131%
CCA
520
Checchi Capital Advisers
California
$418K +$19.6K +240 +5%
CA
521
Commerzbank Aktiengesellschaft
Germany
$415K -$168K -2,057 -29%
PA
522
Parallel Advisors
California
$408K +$48.7K +597 +14%
Wolverine Trading
523
Wolverine Trading
Illinois
$407K
HH
524
Hilltop Holdings
Texas
$407K +$70K +858 +21%
Citadel Advisors
525
Citadel Advisors
Florida
$402K -$1.94M -23,708 -83%

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.