Marsh
MRSH
590 hedge funds and large institutions have $23.4B invested in Marsh in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 51 closing their positions.
0.91% more ownership
Funds ownership: 83.71% → 84.62% (+0.91%)
2% less funds holding
Funds holding: 599 → 590 (-9)
8% less capital invested
Capital invested by funds: $25.6B → $23.4B (-$2.14B)
16% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 51
20% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 233
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
44% less call options, than puts
Call options by funds: $12.9M | Put options by funds: $23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$379M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$201M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$190M |
| 4 |
GTP
Global Thematic Partners
New York
|
+$42.1M |
| 5 |
SAM
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 2 |
Primecap Management
Pasadena,
California
|
-$84.9M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$60M |
| 4 |
D.E. Shaw & Co
New York
|
-$49.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.9M |
MRSH Hedge Fund Activity: Q3 2015 in Review
590 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2015, worth a combined $23.4B — down 8.4% from $25.6B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of MRSH and 43 opened new positions — a net loss of 8 holders — while 233 trimmed existing stakes and 187 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $379M. The largest seller was Fidelity Investments, cutting an estimated $111M.
- 590 institutional investors held Marsh (MRSH) as of Q3 2015, down from 599 in Q2 2015.
- Funds reported $23.4B of Marsh stock for Q3 2015, down 8.4% quarter-over-quarter.
- 43 funds opened new Marsh positions in Q3 2015 and 51 closed out, a net change of -8 holders.
- The largest Marsh buyer in Q3 2015 was T. Rowe Price Associates, an estimated $379M added.
- The largest Marsh seller in Q3 2015 was Fidelity Investments, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2015.