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MRSH

Marsh

550 hedge funds and large institutions have $22.5B invested in Marsh in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 230 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

146% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $10.7M

7% more funds holding

Funds holding: 515550 (+35)

0.42% more ownership

Funds ownership: 84.57%84.99% (+0.42%)

0% less capital invested

Capital invested by funds: $22.6B → $22.5B (-$67.4M)

31% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 230

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
550
Holders Change
+35
Holders Change %
+6.8%
% of All Funds
15.97%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
61
Increased
158
Reduced
230
Closed
22
Calls
$26.3M
Puts
$10.7M
Net Calls
+$15.6M
Net Calls Change
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.4B +$14.5M +313,870 +0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B -$193M -4,169,299 -8%
Primecap Management
3
Primecap Management
California
$1.36B -$9.92M -213,940 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.31B +$17.7M +382,724 +1%
State Street
5
State Street
Massachusetts
$1.15B +$18.4M +398,000 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.06B +$299M +6,440,291 +42%
Invesco
7
Invesco
Georgia
$829M -$23.8M -513,483 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$810M -$2.23K -48 -0%
BIT
9
BlackRock Institutional Trust
California
$686M -$8.86M -191,051 -1%
Macquarie Group
10
Macquarie Group
Australia
$398M +$13.1M +282,528 +4%
Artisan Partners
11
Artisan Partners
Wisconsin
$372M -$49.9M -1,076,406 -12%
Capital World Investors
12
Capital World Investors
California
$358M -$24.3M -524,000 -7%
Northern Trust
13
Northern Trust
Illinois
$342M +$1.35M +29,191 +0.4%
O
14
OppenheimerFunds
New York
$319M -$19M -410,198 -6%
EIP
15
Epoch Investment Partners
New York
$315M -$17.3M -373,412 -5%
American Century Companies
16
American Century Companies
Missouri
$302M -$42.1M -908,484 -13%
TCIM
17
TIAA CREF Investment Management
New York
$287M +$184K +3,970 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$277M -$9.73M -209,814 -4%
BFA
19
BlackRock Fund Advisors
California
$268M +$14.3M +309,457 +6%
NLI
20
Nippon Life Insurance
Japan
$254M
Capital International Investors
21
Capital International Investors
California
$246M +$13.5M +291,000 +6%
Ameriprise
22
Ameriprise
Minnesota
$189M -$1.26M -27,257 -0.7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$188M +$5.92M +127,803 +3%
BG
24
BlackRock Group
United Kingdom
$183M -$695K -15,003 -0.4%
CGT
25
Capital Guardian Trust
California
$175M +$2.42M +52,305 +1%