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MRSH

Marsh

674 hedge funds and large institutions have $29.3B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 230 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $22.9M

6% more funds holding

Funds holding: 633674 (+41)

2% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 225

3.02% less ownership

Funds ownership: 87.82%84.81% (-3%)

6% less capital invested

Capital invested by funds: $31.3B → $29.3B (-$2.02B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
674
Holders Change
+41
Holders Change %
+6.48%
% of All Funds
17.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
86
Increased
230
Reduced
225
Closed
37
Calls
$28.1M
Puts
$22.9M
Net Calls
+$5.25M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.41B -$785M -11,714,285 -19%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.31B -$149M -2,228,212 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.17B +$51.5M +768,870 +2%
State Street
4
State Street
Massachusetts
$1.42B +$33M +493,239 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.04B -$77.1M -1,151,698 -7%
BIT
6
BlackRock Institutional Trust
California
$988M +$12.3M +184,031 +1%
Primecap Management
7
Primecap Management
California
$822M -$151M -2,254,616 -16%
JP Morgan Chase
8
JP Morgan Chase
New York
$805M -$130M -1,944,029 -14%
Capital International Investors
9
Capital International Investors
California
$734M +$3.63M +54,203 +0.5%
Macquarie Group
10
Macquarie Group
Australia
$710M -$721M -10,770,532 -51%
BFA
11
BlackRock Fund Advisors
California
$566M +$23.8M +355,548 +4%
Artisan Partners
12
Artisan Partners
Wisconsin
$491M -$3.68M -54,906 -0.7%
Northern Trust
13
Northern Trust
Illinois
$429M +$10.1M +150,316 +2%
Invesco
14
Invesco
Georgia
$412M -$67.3M -1,005,226 -14%
UBS Group
15
UBS Group
Switzerland
$388M +$20.8M +311,163 +6%
BG
16
BlackRock Group
United Kingdom
$368M +$12.1M +181,264 +3%
NLI
17
Nippon Life Insurance
Japan
$353M
Bank of America
18
Bank of America
North Carolina
$327M +$33.3M +496,430 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$321M +$5.31M +79,273 +2%
Ameriprise
20
Ameriprise
Minnesota
$314M +$70.5M +1,052,644 +29%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$305M +$13.9M +207,661 +5%
Capital World Investors
22
Capital World Investors
California
$302M +$201 +3 +0%
UBS AM
23
UBS AM
Illinois
$280M +$135M +2,017,172 +94%
Capital Research Global Investors
24
Capital Research Global Investors
California
$241M +$7.23K +108 +0%
BA
25
BlackRock Advisors
Delaware
$239M +$59.2M +883,374 +33%