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MRSH

Marsh
MRSH

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: 12 → 12 (0)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 845 → 834 (-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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$348M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$182M
4
UBS AM
UBS AM
Illinois
+$104M
5
JP Morgan Chase
JP Morgan Chase
New York
+$93.5M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$136M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$128M
3
Citadel Advisors
Citadel Advisors
Florida
-$87.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$81.3M
5
UBS Group
UBS Group
Switzerland
-$70.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
826
Creative Financial Designs
Indiana
$2K +$2.3K +23 New
APC
827
Aspire Private Capital
North Carolina
$1K -$3.9K -39 -76%
AWM
828
Avior Wealth Management
Nebraska
$1K – – –
CIR
829
Clear Investment Research
Georgia
$1K – – –
LFG
830
LifePlan Financial Group
Ohio
$1K – – –
BC
831
Barnett & Company
Tennessee
$1K +$1K +10 New
MCM
832
MV Capital Management
Maryland
$1K +$1K +10 New
Renaissance Technologies
833
Renaissance Technologies
New York
– -$41.2M -413,200 Closed
QI
834
Quilter Investors
United Kingdom
– -$10.7M -107,529 Closed
RPI
835
Railway Pension Investments
United Kingdom
– -$9.82M -98,415 Closed
ERSOT
836
Employees Retirement System of Texas
Texas
– -$9.78M -98,000 Closed
SEC
837
Seven Eight Capital
New York
– -$5.76M -57,760 Closed
CBOA
838
Commonwealth Bank of Australia
Australia
– -$5.05M -50,757 Closed
FAF
839
Första AP-fonden
Sweden
– -$5.02M -50,300 Closed
CC
840
Cipher Capital
New York
– -$4.71M -47,232 Closed
WI
841
WBI Investments
New Jersey
– -$2.81M -28,182 Closed
CC
842
Cognios Capital
Kansas
– -$2.09M -20,996 Closed
NVIM
843
New Vernon Investment Management
Illinois
– -$1.86M -18,603 Closed
Tudor Investment Corp
844
Tudor Investment Corp
Connecticut
– -$1.79M -17,982 Closed
Verition Fund Management
845
Verition Fund Management
Connecticut
– -$1.55M -15,573 Closed
TI
846
Trexquant Investment
Connecticut
– -$1.21M -12,092 Closed
Nomura Holdings
847
Nomura Holdings
Japan
– -$1.19M -12,000 Closed
AP
848
Advisors Preferred
Maryland
– -$1.21M -11,986 Closed
Balyasny Asset Management
849
Balyasny Asset Management
Illinois
– -$1.13M -11,302 Closed
SAMC
850
Spectrum Asset Management (California)
California
– -$1.07M -10,690 Closed
32 33
34
35 36

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.