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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
AA
576
Apriem Advisors
California
$267K +$1.23K +15 +0.5%
SWM
577
Stockman Wealth Management
Montana
$267K +$35.9K +440 +16%
MYIA
578
Mount Yale Investment Advisors
Colorado
$267K +$266K +3,258 New
NSAM
579
North Star Asset Management
Wisconsin
$266K
RB
580
Rodgers Brothers
Pennsylvania
$266K
LNB
581
Ledyard National Bank
$264K
SG
582
Strid Group
Pennsylvania
$263K
WKWM
583
Walter & Keenan Wealth Management
Indiana
$262K
RW
584
REDW Wealth
New Mexico
$261K
MCM
585
Manchester Capital Management
Vermont
$261K +$13.9K +170 +6%
LA
586
Lau Associates
Delaware
$259K
PLFAM
587
Pineno Levin & Ford Asset Management
Virginia
$256K
Nomura Holdings
588
Nomura Holdings
Japan
$252K -$3.82M -46,841 -94%
RS
589
Robeco Schweiz
Switzerland
$251K
LJHT
590
Laurie J. Hall Trustee
$250K -$4.08K -50 -2%
WSTAM
591
Wilbanks Smith & Thomas Asset Management
Virginia
$249K +$4.16K +51 +2%
Lido Advisors
592
Lido Advisors
California
$249K +$18.4K +225 +8%
Simplex Trading
593
Simplex Trading
Illinois
$249K +$249K +3,047 New
DHFB
594
Dixon Hubard Feinour & Brown
Virginia
$248K
CCG
595
Ceeto Capital Group
Florida
$246K
CC
596
Colrain Capital
Massachusetts
$246K
GLA
597
Great Lakes Advisors
Illinois
$242K +$241K +2,949 New
BOTW
598
Bank of the West
California
$241K +$9.39K +115 +4%
MC
599
Moors & Cabot
Massachusetts
$241K +$241K +2,947 New
MIFH
600
Migdal Insurance & Financial Holdings
Israel
$240K +$238K +2,912 +8,565%

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.