We are live on ! Find out more
MRSH

Marsh

834 hedge funds and large institutions have $44.4B invested in Marsh in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $18.9M

0.83% more ownership

Funds ownership: 87.01%87.84% (+0.83%)

0% more capital invested

Capital invested by funds: $44.3B → $44.4B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845834 (-11)

12% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 313

Holders
834
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
18.29%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
66
Increased
276
Reduced
313
Closed
71
Calls
$28.8M
Puts
$18.9M
Net Calls
+$9.88M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
726
Advisory Services Network
Georgia
$85K
KFS
727
Kelly Financial Services
Massachusetts
$81.5K
SIAS
728
Shine Investment Advisory Services
Colorado
$80K
JCM
729
Jacobi Capital Management
Pennsylvania
$75K
FPFS
730
First Personal Financial Services
North Carolina
$74K -$48.7K -487 -40%
Loomis, Sayles & Company
731
Loomis, Sayles & Company
Massachusetts
$74K +$73.6K +736 New
VC
732
Vestor Capital
Illinois
$73K
TFGT
733
TS Financial Group (TSFG)
Illinois
$72K
FBT
734
First Bank & Trust
South Dakota
$71K
NO
735
Ninety One
South Africa
$70K -$49.2K -492 -41%
QAM
736
QCI Asset Management
New York
$70K +$14.2K +142 +26%
GT
737
Glenmede Trust
Pennsylvania
$66.8K +$10K +100 +0%
LC
738
Lindbrook Capital
California
$64K -$1.3K -13 -2%
PMFA
739
Plante Moran Financial Advisors
Michigan
$61K +$900 +9 +1%
RA
740
Rational Advisors
New York
$60K -$16.5K -165 -21%
WC
741
Weil Company
California
$57K +$56.7K +567 New
HFM
742
Harvest Fund Management
China
$56K
VFA
743
Valeo Financial Advisors
Indiana
$54K -$29K -290 -35%
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$54K
GWM
745
Geneos Wealth Management
Colorado
$54K
TA
746
Thor Advisors
New York
$52K +$51.5K +515 New
PCTC
747
Perkins Coie Trust Company
Washington
$51K
VIM
748
Veritas Investment Management
United Kingdom
$50K
EIP
749
Ellis Investment Partners
Pennsylvania
$49K +$9.4K +94 +23%
BWM
750
Baystate Wealth Management
Massachusetts
$48K

MRSH Hedge Fund Activity: Q3 2019 in Review

834 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2019, worth a combined $44.4B — up 0.36% from $44.3B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MRSH and 66 opened new positions — a net loss of 5 holders — while 313 trimmed existing stakes and 276 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $348M. The largest seller was Amundi Asset Management US, cutting an estimated $136M.

  • 834 institutional investors held Marsh (MRSH) as of Q3 2019, down from 845 in Q2 2019.
  • Funds reported $44.4B of Marsh stock for Q3 2019, up 0.36% quarter-over-quarter.
  • 66 funds opened new Marsh positions in Q3 2019 and 71 closed out, a net change of -5 holders.
  • The largest Marsh buyer in Q3 2019 was Massachusetts Financial Services, an estimated $348M added.
  • The largest Marsh seller in Q3 2019 was Amundi Asset Management US, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2019.