Marsh
MRSH
634 hedge funds and large institutions have $30.6B invested in Marsh in 2016 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 235 increasing their positions, 207 reducing their positions, and 36 closing their positions.
94% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 36
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
14% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 207
13% more capital invested
Capital invested by funds: $27.1B → $30.6B (+$3.54B)
4% more funds holding
Funds holding: 608 → 634 (+26)
0.35% more ownership
Funds ownership: 85.43% → 85.78% (+0.35%)
21% less call options, than puts
Call options by funds: $26.5M | Put options by funds: $33.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$248M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$70.6M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$50.5M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$48.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$276M |
| 2 |
JP Morgan Chase
New York
|
-$126M |
| 3 |
Primecap Management
Pasadena,
California
|
-$124M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$99M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$44.7M |
MRSH Hedge Fund Activity: Q2 2016 in Review
634 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2016, worth a combined $30.6B — up 13% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MRSH positions and 36 closed out — a net gain of 34 holders — while 235 added to existing stakes and 207 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was T. Rowe Price Associates, cutting an estimated $276M.
- 634 institutional investors held Marsh (MRSH) as of Q2 2016, up from 608 in Q1 2016.
- Funds reported $30.6B of Marsh stock for Q2 2016, up 13% quarter-over-quarter.
- 70 funds opened new Marsh positions in Q2 2016 and 36 closed out, a net change of +34 holders.
- The largest Marsh buyer in Q2 2016 was Fidelity Investments, an estimated $248M added.
- The largest Marsh seller in Q2 2016 was T. Rowe Price Associates, an estimated $276M sold.
Based on aggregated 13F filings for Q2 2016.