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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
BAS
626
Brown Advisory Securities
Maryland
$209K
WA
627
Waverly Advisors
Alabama
$209K
LIC
628
Lodestar Investment Counsel
Illinois
$207K -$16.1K -197 -7%
RWA
629
Ropes Wealth Advisors
Massachusetts
$205K
MPI
630
Mairs & Power Inc
Minnesota
$202K
BDWM
631
Brewin Dolphin Wealth Management
Ireland
$202K
WCM
632
Wallace Capital Management
Texas
$200K
SFSIG
633
San Francisco Sentry Investment Group
California
$198K
WTC
634
WhitTier Trust Company
Nevada
$197K
EDRH
635
Edmond de Rothschild Holding
Switzerland
$194K -$9.63K -118 -5%
GWS
636
Glassman Wealth Services
Virginia
$192K
AF
637
Advisornet Financial
Minnesota
$188K +$8.33K +102 +5%
PCG
638
Private Capital Group
Connecticut
$185K -$16.7K -205 -8%
MSFP
639
Mark Sheptoff Financial Planning
Connecticut
$172K
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$158K -$5.06K -62 -3%
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$157K
CFG
642
CKW Financial Group
Hawaii
$156K
OFS
643
Orrstown Financial Services
Pennsylvania
$154K -$22.4K -275 -13%
VCM
644
Vigilant Capital Management
Maine
$150K -$3.84K -47 -3%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$146K -$245 -3 -0.2%
PC
646
Polar Capital
United Kingdom
$131K +$7.76M +95,000 +6%
GEA
647
Glen Eagle Advisors
New Jersey
$131K
WTB
648
Washington Trust Bank
Washington
$124K +$13.9K +170 +13%
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$119K +$19.5K +239 +20%
Fuller & Thaler Asset Management
650
Fuller & Thaler Asset Management
California
$115K

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.