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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
TC
526
Toews Corporation
New Jersey
$402K -$498K -6,100 -55%
SPC
527
Stewart & Patten Company
California
$398K -$102K -1,250 -20%
BAM
528
Belpointe Asset Management
Nevada
$398K +$87K +1,066 +28%
IIC
529
Ironwood Investment Counsel
Arizona
$393K -$21.1K -259 -5%
GRP
530
Global Retirement Partners
California
$393K
OAM
531
Occidental Asset Management
California
$392K +$18.9K +232 +5%
BWM
532
Buckley Wealth Management
Nevada
$389K +$23.8K +291 +7%
APA
533
American Portfolios Advisors
New York
$388K +$18.8K +230 +5%
NEAM
534
New England Asset Management
Connecticut
$382K +$380K +4,655 New
TCOV
535
Trust Company of Vermont
Vermont
$372K +$26.1K +320 +8%
PWPS
536
Pinnacle Wealth Planning Services
Ohio
$361K +$7.1K +87 +2%
BWAM
537
Boyd Watterson Asset Management
Ohio
$359K
First Manhattan
538
First Manhattan
New York
$358K
GT
539
Glenview Trust
Kentucky
$358K +$356K +4,362 New
BAAM
540
Baker Avenue Asset Management
California
$354K +$3.84K +47 +1%
GI
541
GAMCO Investors
Connecticut
$340K
SS
542
Simplicity Solutions
Minnesota
$338K -$898 -11 -0.3%
FB
543
Fulton Bank
Pennsylvania
$336K +$31.8K +390 +11%
DWM
544
Doyle Wealth Management
Florida
$328K
TBA
545
Tower Bridge Advisors
Pennsylvania
$328K
TF
546
Tompkins Financial
New York
$327K
SPC
547
Sigma Planning Corp
Michigan
$323K +$73.2K +897 +29%
SGCA
548
Steel Grove Capital Advisors
Tennessee
$321K -$511K -6,265 -62%
SCM
549
SOL Capital Management
Maryland
$320K
GCMG
550
Gyroscope Capital Management Group
Florida
$320K +$319K +3,909 New

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.