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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
BFC
676
Bedel Financial Consulting
Indiana
$72K
VC
677
Vestor Capital
Illinois
$70K
WB
678
Webster Bank
Connecticut
$70K
VCM
679
Versant Capital Management
Arizona
$68K
CCM
680
Covington Capital Management
California
$67K
SIAS
681
Shine Investment Advisory Services
Colorado
$66K
SSB
682
Sandy Spring Bank
Maryland
$58K -$2.53K -31 -4%
RWA
683
River Wealth Advisors
Pennsylvania
$55K +$55.1K +675 New
RWP
684
RWA Wealth Partners
Massachusetts
$53K -$124K -1,518 -70%
MUS
685
Mitsubishi UFJ Securities
Japan
$52K
GWM
686
Geneos Wealth Management
Colorado
$50K -$490 -6 -1%
SPIA
687
Steward Partners Investment Advisory
New York
$49K -$17.3K -212 -26%
Rockefeller Capital Management
688
Rockefeller Capital Management
New York
$49K +$48.7K +597 New
MSE
689
MUFG Securities EMEA
United Kingdom
$47K +$46.4K +568 New
FC
690
Ferris Capital
Massachusetts
$46K
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K
ASN
692
Advisory Services Network
Georgia
$44K -$168K -2,054 -80%
IP
693
Intellectus Partners
California
$44K
WPW
694
Winthrop Partners - WNY
New York
$43.9K
Capstone Investment Advisors
695
Capstone Investment Advisors
New York
$43K +$42.6K +522 New
MFW
696
Mosaic Family Wealth
Missouri
$42K -$7.84K -96 -16%
PCTC
697
Perkins Coie Trust Company
Washington
$42K
PCP
698
Proficio Capital Partners
Massachusetts
$42K +$82 +1 +0.2%
VFA
699
Valeo Financial Advisors
Indiana
$42K +$4.25K +52 +11%
AC
700
Avestar Capital
New York
$39K +$2.78K +34 +7%

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.