Marsh
MRSH
567 hedge funds and large institutions have $24.5B invested in Marsh in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 260 reducing their positions, and 21 closing their positions.
574% more call options, than puts
Call options by funds: $76.8M | Put options by funds: $11.4M
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
2% more funds holding
Funds holding: 558 → 567 (+9)
0% more capital invested
Capital invested by funds: $24.4B → $24.5B (+$65.4M)
0.2% more ownership
Funds ownership: 85.73% → 85.93% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
42% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$141M |
| 2 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
+$106M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$69.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$63.3M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$98.7M |
| 2 |
O
OppenheimerFunds
New York
|
-$84.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$71.6M |
| 4 |
Morgan Stanley
New York
|
-$63.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$58.9M |
MRSH Hedge Fund Activity: Q3 2014 in Review
567 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2014, worth a combined $24.5B — up 0.27% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MRSH positions and 21 closed out — a net gain of 16 holders — while 150 added to existing stakes and 260 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $98.7M.
- 567 institutional investors held Marsh (MRSH) as of Q3 2014, up from 558 in Q2 2014.
- Funds reported $24.5B of Marsh stock for Q3 2014, up 0.27% quarter-over-quarter.
- 37 funds opened new Marsh positions in Q3 2014 and 21 closed out, a net change of +16 holders.
- The largest Marsh buyer in Q3 2014 was Wellington Management Group, an estimated $141M added.
- The largest Marsh seller in Q3 2014 was JP Morgan Chase, an estimated $98.7M sold.
Based on aggregated 13F filings for Q3 2014.