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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
EARNEST Partners
726
EARNEST Partners
Georgia
$18K
BCA
727
Bay Colony Advisors
Massachusetts
$17K +$16.7K +205 New
LC
728
Landaas & Company
Wisconsin
$16K +$16.3K +200 New
AOWM
729
Alpha Omega Wealth Management
Virginia
$15K
RFM
730
Royal Fund Management
Florida
$14K
HDIM
731
Hanson & Doremus Investment Management
Vermont
$13K -$26.9K -330 -67%
BFEC
732
Benjamin F. Edwards & Company
Missouri
$13K
LF
733
Lee Financial
Texas
$13K
IWP
734
Icon Wealth Partners
Texas
$13K +$12.7K +156 New
WIM
735
Westside Investment Management
California
$12.7K
DBT
736
Dubuque Bank & Trust
Iowa
$12K
NC
737
NewSquare Capital
Pennsylvania
$12K
PW
738
Price Wealth
Texas
$12K +$8.65K +106 +236%
FHA
739
First Horizon Advisors
Tennessee
$12K +$9.39K +115 +303%
BBA
740
Braun-Bostich & Associates
Pennsylvania
$11K
THWM
741
Taylor Hoffman Wealth Management
Virginia
$11K
MRCM
742
M&R Capital Management
New Jersey
$11K +$2.53K +31 +27%
CFA
743
Camarda Financial Advisors
Florida
$11K +$11.4K +140 New
EMG
744
ETF Managers Group
New Jersey
$10.1K +$643K +7,882 +829%
SGAM
745
Smith Group Asset Management
Texas
$9K -$816 -10 -8%
FLI
746
Family Legacy Inc
South Carolina
$9K +$9.31K +114 New
KJWM
747
Kiley Juergens Wealth Management
Washington
$9K +$9.71K +119 New
CCM
748
Cribstone Capital Management
Maine
$8K
PK
749
Pflug Koory
Nebraska
$8K
SCA
750
Stuart Chaussee & Associates
California
$8K

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.