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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
SGI
176
Summit Global Investments
Utah
$13.1M +$264K +3,183 +2%
SW
177
SVB Wealth
Massachusetts
$12.8M +$80.4K +970 +0.6%
Comerica Bank
178
Comerica Bank
Texas
$12.8M -$813K -9,818 -6%
Schroder Investment Management Group
179
Schroder Investment Management Group
United Kingdom
$12.6M -$699K -8,441 -5%
MIM
180
MetLife Investment Management
New Jersey
$12.6M -$426K -5,145 -3%
FAF
181
Fjarde Ap-fonden
Sweden
$12.5M -$143K -1,725 -1%
SOMRS
182
State of Michigan Retirement System
Michigan
$12.3M -$16.6K -200 -0.1%
AAM
183
Advisors Asset Management
Colorado
$12.3M +$456K +5,504 +4%
ACM
184
Azimuth Capital Management
Michigan
$12.2M -$164K -1,975 -1%
ERSOT
185
Employees Retirement System of Texas
Texas
$12M +$2.27M +27,400 +23%
BPB
186
Badgley, Phelps & Bell
Washington
$11.9M +$487K +5,876 +4%
DILIC
187
Dai-ichi Life Insurance Company
Japan
$11.7M +$548K +6,611 +5%
AIM
188
Achmea Investment Management
Netherlands
$11.6M -$1.66M -20,013 -12%
PWAG
189
Polaris Wealth Advisory Group
California
$11.5M +$1.53M +18,465 +15%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$11.4M -$120K -1,446 -1%
HIMCH
191
Hartford Investment Management Co (HIMCO)
Connecticut
$11.4M -$2.15M -25,991 -16%
Stifel Financial
192
Stifel Financial
Missouri
$11.3M +$543K +6,558 +5%
TMAM
193
Tokio Marine Asset Management
Japan
$11.2M -$206K -2,482 -2%
ELI
194
Empire Life Investments
Ontario, Canada
$11.1M +$209K +2,527 +2%
WI
195
Wafra Inc
New York
$10.9M +$10.9M +131,889 New
TPSF
196
Texas Permanent School Fund
Texas
$10.8M -$676K -8,164 -6%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$10.7M -$777K -9,383 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
198
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.5M +$6.73M +81,300 +177%
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$10.4M +$35K +423 +0.3%
RG
200
Rathbones Group
United Kingdom
$10.4M -$103K -1,241 -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.