Marsh
MRSH
550 hedge funds and large institutions have $22.6B 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.
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
10% more capital invested
Capital invested by funds: $20.5B → $22.6B (+$2.04B)
7% more funds holding
Funds holding: 515 → 550 (+35)
0.74% less ownership
Funds ownership: 85.84% → 85.11% (-0.74%)
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: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$299M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$111M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$59.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.1M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$344M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$193M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$148M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$49.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$42.1M |
MRSH Hedge Fund Activity: Q4 2013 in Review
550 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2013, worth a combined $22.6B — up 9.9% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MRSH positions and 22 closed out — a net gain of 39 holders — while 158 added to existing stakes and 230 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $299M. The largest seller was OppenheimerFunds, cutting an estimated $344M.
- 550 institutional investors held Marsh (MRSH) as of Q4 2013, up from 515 in Q3 2013.
- Funds reported $22.6B of Marsh stock for Q4 2013, up 9.9% quarter-over-quarter.
- 61 funds opened new Marsh positions in Q4 2013 and 22 closed out, a net change of +39 holders.
- The largest Marsh buyer in Q4 2013 was JP Morgan Chase, an estimated $299M added.
- The largest Marsh seller in Q4 2013 was OppenheimerFunds, an estimated $344M sold.
Based on aggregated 13F filings for Q4 2013.