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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
GLI
651
Guardian Life Insurance
New York
$115K +$18.5K +227 +19%
SLF
652
Sun Life Financial
Ontario, Canada
$113K +$96.7K +1,184 +620%
FANJ
653
Financial Architects (New Jersey)
New Jersey
$112K -$2.61K -32 -2%
EA
654
Edge Advisors
Georgia
$112K +$571 +7 +0.5%
TA
655
Townsend & Associates
Colorado
$112K +$16.2K +198 +17%
SNT
656
Security National Trust
West Virginia
$111K -$5.31K -65 -5%
DWM
657
Destination Wealth Management
California
$107K
SWM
658
SeaCrest Wealth Management
New York
$107K +$6.45K +79 +6%
KA
659
Kaizen Advisory
Illinois
$102K +$61.3K +751 +152%
CG
660
Cutler Group
California
$101K +$2.69K +33 +3%
AAP
661
Arax Advisory Partners
Colorado
$100K +$97.1K +1,189 +3,497%
LPIC
662
LeJeune Puetz Investment Counsel
Michigan
$100K +$100K +1,225 New
OIA
663
OneDigital Investment Advisors
Kansas
$99K
JWA
664
JFS Wealth Advisors
Pennsylvania
$98K -$86.5K -1,059 -47%
WT
665
Washington Trust
Rhode Island
$97K +$96.5K +1,182 New
TWA
666
TCI Wealth Advisors
Arizona
$96K +$13.6K +166 +16%
TG
667
TLP Group
Illinois
$91K -$493K -6,034 -84%
Acadian Asset Management
668
Acadian Asset Management
Massachusetts
$91K -$9.47K -116 -9%
AIS
669
Accurate Investment Solutions
Pennsylvania
$86K
WWM
670
Willingdon Wealth Management
North Carolina
$82K
CFA
671
Carroll Financial Associates
North Carolina
$82K +$163 +2 +0.2%
CTC
672
Central Trust Company
Missouri
$77K -$40.8K -500 -35%
FPFS
673
First Personal Financial Services
North Carolina
$76K -$113K -1,381 -60%
CAW
674
Cornerstone Advisors (Washington)
Washington
$73K +$2.69K +33 +4%
JCM
675
Jacobi Capital Management
Pennsylvania
$73K +$3.1K +38 +4%

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.