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MRSH

Marsh

719 hedge funds and large institutions have $32.5B invested in Marsh in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 244 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $35M

10% more capital invested

Capital invested by funds: $29.5B → $32.5B (+$2.94B)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

0.62% more ownership

Funds ownership: 84.77%85.39% (+0.62%)

1% less funds holding

Funds holding: 729719 (-10)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 282

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
719
Holders Change
-10
Holders Change %
-1.37%
% of All Funds
17.9%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.22%
New
64
Increased
244
Reduced
282
Closed
63
Calls
$46.9M
Puts
$35M
Net Calls
+$11.9M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
51
Epoch Investment Partners
New York
$111M +$7.17M +100,346 +7%
Wells Fargo
52
Wells Fargo
California
$110M -$4.36M -61,014 -4%
ClearBridge Investments
53
ClearBridge Investments
New York
$100M +$1.3M +18,209 +1%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$97M +$4.27M +59,824 +5%
TA
55
Teachers Advisors
New York
$96.1M -$3.43M -47,983 -4%
SAM
56
Silvercrest Asset Management
New York
$94.2M -$77.7K -1,087 -0.1%
Millennium Management
57
Millennium Management
New York
$93.1M -$1.73M -24,155 -2%
GT
58
Glenmede Trust
Pennsylvania
$90.7M -$2.42M -33,900 -3%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$89.8M -$4.62M -64,700 -5%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$88M -$699K -9,786 -0.8%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$81M +$27.9M +389,969 +55%
PC
62
Polar Capital
United Kingdom
$79.6M +$9.27M +129,700 +14%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$77.2M -$1.22M -17,100 -2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$76.7M -$3.4M -47,600 -4%
AT
65
AMF Tjänstepension
Sweden
$76M -$2.93M -41,015 -4%
PPA
66
Parametric Portfolio Associates
Washington
$74.1M -$22.7M -317,091 -24%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$68.7M +$5.48M +76,704 +9%
GTP
68
Global Thematic Partners
New York
$65.3M -$2.73M -38,202 -4%
Asset Management One
69
Asset Management One
Japan
$63.1M -$4.26M -59,629 -7%
MWNA
70
Marshall Wace North America
New York
$60.2M +$58.1M +813,645 New
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$60M -$965K -13,502 -2%
DZ Bank
72
DZ Bank
Germany
$59.8M -$27.6M -386,168 -32%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M +$5.77M +80,718 +11%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$57.1M -$2.52M -35,237 -4%
Principal Financial Group
75
Principal Financial Group
Iowa
$56.6M +$675K +9,442 +1%

MRSH Hedge Fund Activity: Q1 2017 in Review

719 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2017, worth a combined $32.5B — up 9.9% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MRSH positions and 63 closed out — a net gain of 1 holder — while 244 added to existing stakes and 282 trimmed.

The largest buyer was BlackRock, adding an estimated $2.6B. The largest seller was T. Rowe Price Associates, cutting an estimated $118M.

  • 719 institutional investors held Marsh (MRSH) as of Q1 2017, down from 729 in Q4 2016.
  • Funds reported $32.5B of Marsh stock for Q1 2017, up 9.9% quarter-over-quarter.
  • 64 funds opened new Marsh positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Marsh buyer in Q1 2017 was BlackRock, an estimated $2.6B added.
  • The largest Marsh seller in Q1 2017 was T. Rowe Price Associates, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2017.