Marsh
MRSH
602 hedge funds and large institutions have $24.9B invested in Marsh in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 189 increasing their positions, 237 reducing their positions, and 45 closing their positions.
38% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 45
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more capital invested
Capital invested by funds: $23.4B → $24.9B (+$1.45B)
2% more funds holding
Funds holding: 590 → 602 (+12)
1.36% more ownership
Funds ownership: 84.62% → 85.98% (+1.4%)
9% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $12.4M
20% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$394M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$87.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$51.9M |
| 4 |
GTP
Global Thematic Partners
New York
|
+$30.1M |
| 5 |
Millennium Management
New York
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$132M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$106M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$60M |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$55.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$55M |
MRSH Hedge Fund Activity: Q4 2015 in Review
602 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2015, worth a combined $24.9B — up 6.2% from $23.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MRSH positions and 45 closed out — a net gain of 17 holders — while 189 added to existing stakes and 237 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $394M. The largest seller was Bank of New York Mellon, cutting an estimated $132M.
- 602 institutional investors held Marsh (MRSH) as of Q4 2015, up from 590 in Q3 2015.
- Funds reported $24.9B of Marsh stock for Q4 2015, up 6.2% quarter-over-quarter.
- 62 funds opened new Marsh positions in Q4 2015 and 45 closed out, a net change of +17 holders.
- The largest Marsh buyer in Q4 2015 was Wellington Management Group, an estimated $394M added.
- The largest Marsh seller in Q4 2015 was Bank of New York Mellon, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2015.