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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
M
776
MOTCO
Texas
$28K -$170K -1,701 -86%
IBOK
777
Independence Bank of Kentucky
Kentucky
$28K
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$10.3K +103 +61%
CFGS
779
Concourse Financial Group Securities
Alabama
$24K -$4.4K -44 -15%
IRC
780
Investors Research Corp
Georgia
$23K +$20.7K +207 +986%
CAC
781
Certified Advisory Corp
Florida
$22K
EARNEST Partners
782
EARNEST Partners
Georgia
$22K
AIC
783
Ameritas Investment Company
Nebraska
$21K +$21K +210 New
CYG
784
Clean Yield Group
Vermont
$20K
AF
785
Allworth Financial
California
$16K
HDIM
786
Hanson & Doremus Investment Management
Vermont
$16K
SMG
787
Spectrum Management Group
Indiana
$16K
SWP
788
Strategic Wealth Partners
Ohio
$15K
SIM
789
Sonora Investment Management
Arizona
$15K
FHA
790
First Horizon Advisors
Tennessee
$14K
FANJ
791
Financial Architects (New Jersey)
New Jersey
$13K
THWM
792
Taylor Hoffman Wealth Management
Virginia
$13K
NFG
793
Next Financial Group
Texas
$13K +$2K +20 +19%
CQS
794
Credential Qtrade Securities
$12.1K
AIM
795
Advantage Investment Management
Iowa
$12K -$1K -10 -8%
BCI
796
Brinker Capital Investments
Pennsylvania
$11K -$240K -2,405 -96%
MRCM
797
M&R Capital Management
New Jersey
$11K -$3.1K -31 -21%
GIP
798
Granite Investment Partners
California
$11K +$11.2K +112 New
PK
799
Pflug Koory
Nebraska
$10K
SCA
800
Stuart Chaussee & Associates
California
$10K

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.