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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
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K +$4.08K +50 +2%
SWA
602
SFMG Wealth Advisors
Texas
$238K
WWM
603
Windsor Wealth Management
Indiana
$237K +$1.55K +19 +0.7%
IG
604
ING Group
Netherlands
$236K -$4.22M -51,737 -95%
IC
605
InterOcean Capital
Illinois
$234K +$233K +2,860 New
ARMT
606
Amica Retiree Medical Trust
Rhode Island
$231K
RA
607
Rational Advisors
New York
$229K -$4.98K -61 -2%
CCM
608
Coldstream Capital Management
Washington
$228K -$31.4K -385 -12%
CAPTRUST Financial Advisors
609
CAPTRUST Financial Advisors
North Carolina
$227K +$81.5K +998 +56%
BSW
610
Buckingham Strategic Wealth
Missouri
$226K
VF
611
Virtu Financial
New York
$224K -$66.8K -818 -23%
P
612
Pitcairn
Pennsylvania
$222K -$1.8K -22 -0.8%
NIM
613
NuWave Investment Management
New Jersey
$222K +$165K +2,023 +297%
IAA
614
Independent Advisor Alliance
North Carolina
$221K +$2.2K +27 +1%
CPH
615
C Partners Holding
Switzerland
$219K +$735 +9 +0.3%
PMFA
616
Plante Moran Financial Advisors
Michigan
$218K +$184K +2,257 +564%
QCG
617
Quadrant Capital Group
Ohio
$215K
BS
618
Banco Santander
Spain
$214K -$14.8K -181 -6%
BRM
619
Boston Research & Management
Massachusetts
$214K
AHB
620
Abner Herrman & Brock
New Jersey
$213K -$8.16K -100 -4%
SWA
621
Sutton Wealth Advisors
Florida
$213K
UR
622
USCA RIA
Texas
$212K -$3.7M -45,340 -95%
PNC
623
Park National Corp
Ohio
$212K -$5.39K -66 -2%
DC
624
DeDora Capital
California
$212K +$211K +2,582 New
JFL
625
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K +$210K +2,575 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.