Marsh
MRSH
608 hedge funds and large institutions have $27.1B invested in Marsh in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 50 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
24% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 50
9% more capital invested
Capital invested by funds: $24.9B → $27.1B (+$2.19B)
1% more funds holding
Funds holding: 602 → 608 (+6)
0.55% less ownership
Funds ownership: 85.98% → 85.43% (-0.55%)
6% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 222
28% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $28.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$113M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$91.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$38.4M |
| 5 |
Goldman Sachs
New York
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$107M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$73.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$67.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$66.6M |
| 5 |
O
OppenheimerFunds
New York
|
-$49.2M |
MRSH Hedge Fund Activity: Q1 2016 in Review
608 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2016, worth a combined $27.1B — up 8.8% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MRSH positions and 50 closed out — a net gain of 12 holders — while 208 added to existing stakes and 222 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $113M. The largest seller was JP Morgan Chase, cutting an estimated $107M.
- 608 institutional investors held Marsh (MRSH) as of Q1 2016, up from 602 in Q4 2015.
- Funds reported $27.1B of Marsh stock for Q1 2016, up 8.8% quarter-over-quarter.
- 62 funds opened new Marsh positions in Q1 2016 and 50 closed out, a net change of +12 holders.
- The largest Marsh buyer in Q1 2016 was Wellington Management Group, an estimated $113M added.
- The largest Marsh seller in Q1 2016 was JP Morgan Chase, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2016.