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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
BAM
526
Belpointe Asset Management
Nevada
$325K +$307K +3,877 New
MGIA
527
Matthew Goff Investment Advisor
Texas
$318K -$12.3K -155 -4%
SLF
528
Sun Life Financial
Ontario, Canada
$317K +$1.35K +17 +0.5%
DI
529
Diligent Investors
California
$314K -$19.8K -250 -6%
FPFS
530
First Personal Financial Services
North Carolina
$314K +$10.7K +135 +4%
FMLI
531
Fukoku Mutual Life Insurance
Japan
$313K
NAMA
532
Nikko Asset Management Americas
New York
$310K +$293K +3,700 New
DHFB
533
Dixon Hubard Feinour & Brown
Virginia
$309K
Dodge & Cox
534
Dodge & Cox
California
$307K
HS
535
HighVista Strategies
Massachusetts
$302K -$39.6K -500 -12%
NPC
536
National Planning Corporation
California
$302K +$22.9K +289 +9%
JMFC
537
J.M. Forbes & Co
Massachusetts
$301K
GT
538
Glenview Trust
Kentucky
$300K
MA
539
MUFG Americas
New York
$296K -$15.1K -190 -5%
NSAM
540
North Star Asset Management
Wisconsin
$293K
GC
541
Gratry & Company
Ohio
$285K -$21K -265 -7%
CAI
542
Capital Advisors Inc
Oklahoma
$285K
FHA
543
Flagship Harbor Advisors
Massachusetts
$284K +$79 +1 +0%
MPI
544
Mairs & Power Inc
Minnesota
$282K
IA
545
IFP Advisors
Florida
$281K -$177K -2,227 -40%
WSTAM
546
Wilbanks Smith & Thomas Asset Management
Virginia
$278K +$79 +1 +0%
OWP
547
Obermeyer Wealth Partners
Colorado
$272K
RB
548
Rodgers Brothers
Pennsylvania
$272K
AA
549
Apriem Advisors
California
$270K +$1.19K +15 +0.5%
SG
550
Strid Group
Pennsylvania
$269K +$29.6K +373 +13%

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.