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MRSH

Marsh

815 hedge funds and large institutions have $35.9B invested in Marsh in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 245 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 70

10% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $37.2M

1% more capital invested

Capital invested by funds: $35.4B → $35.9B (+$461M)

1% more funds holding

Funds holding: 808815 (+7)

0.32% more ownership

Funds ownership: 85.41%85.74% (+0.32%)

24% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 323

Holders
815
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
245
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$19.1M +$268K +3,233 +1%
Two Sigma Investments
152
Two Sigma Investments
New York
$18.7M +$18.8M +226,743 New
FPCG
153
Fort Pitt Capital Group
Pennsylvania
$18.5M -$1.43M -17,282 -7%
Truist Financial
154
Truist Financial
North Carolina
$18.5M -$701K -8,464 -4%
H
155
Hexavest
Quebec, Canada
$18.1M +$52.3K +631 +0.3%
SBH
156
Segall Bryant & Hamill
Illinois
$17.7M +$31.8K +384 +0.2%
FLPIM
157
F.L. Putnam Investment Management
Massachusetts
$17.4M -$476K -5,742 -3%
ANI
158
American National Insurance
Texas
$16.8M
Baird Financial Group
159
Baird Financial Group
Wisconsin
$16.4M +$424K +5,122 +3%
SFM
160
Soros Fund Management
New York
$15.8M +$15.9M +191,703 New
BTS
161
BB&T Securities
Virginia
$15.6M +$2.51M +30,314 +19%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$15.4M -$265K -3,198 -2%
AIG
163
American International Group
New York
$15.1M -$82.5K -996 -0.5%
BFO
164
Boston Family Office
Massachusetts
$14.5M -$87K -1,050 -0.6%
MCTIC
165
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$14.5M -$74.1K -895 -0.5%
SIA
166
Sit Investment Associates
Minnesota
$14.5M +$14.5M +175,325 New
SC
167
Shellback Capital
Massachusetts
$14.4M +$14.5M +174,800 New
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$14.1M +$11.7M +141,058 +469%
GC
169
Gillson Capital
Illinois
$14M +$424K +5,114 +3%
Brown Advisory
170
Brown Advisory
Maryland
$13.9M -$2.11M -25,520 -13%
ProShare Advisors
171
ProShare Advisors
Maryland
$13.8M +$531K +6,413 +4%
ASRS
172
Arizona State Retirement System
Arizona
$13.8M -$406K -4,900 -3%
JIM
173
Jupiter Investment Management
United Kingdom
$13.5M +$740K +8,937 +6%
TIP
174
Torray Investment Partners
Maryland
$13.5M +$4.39K +53 +0%
GIBU
175
Gulf International Bank (UK)
United Kingdom
$13.2M -$148K -1,788 -1%

MRSH Hedge Fund Activity: Q1 2018 in Review

815 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2018, worth a combined $35.9B — up 1.3% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MRSH positions and 70 closed out — a net gain of 16 holders — while 245 added to existing stakes and 323 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $304M. The largest seller was Wellington Management Group, cutting an estimated $309M.

  • 815 institutional investors held Marsh (MRSH) as of Q1 2018, up from 808 in Q4 2017.
  • Funds reported $35.9B of Marsh stock for Q1 2018, up 1.3% quarter-over-quarter.
  • 86 funds opened new Marsh positions in Q1 2018 and 70 closed out, a net change of +16 holders.
  • The largest Marsh buyer in Q1 2018 was T. Rowe Price Associates, an estimated $304M added.
  • The largest Marsh seller in Q1 2018 was Wellington Management Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2018.