Marsh
MRSH
676 hedge funds and large institutions have $29.6B invested in Marsh in 2016 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 231 increasing their positions, 225 reducing their positions, and 36 closing their positions.
139% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 36
23% more call options, than puts
Call options by funds: $28.1M | Put options by funds: $22.9M
7% more funds holding
Funds holding: 634 → 676 (+42)
3% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 225
0.97% less ownership
Funds ownership: 85.78% → 84.81% (-0.97%)
3% less capital invested
Capital invested by funds: $30.6B → $29.6B (-$1.05B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$135M |
| 2 |
Goldman Sachs
New York
|
+$82.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$69.7M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$785M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$175M |
| 3 |
Primecap Management
Pasadena,
California
|
-$151M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$149M |
| 5 |
JP Morgan Chase
New York
|
-$130M |
MRSH Hedge Fund Activity: Q3 2016 in Review
676 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2016, worth a combined $29.6B — down 3.4% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new MRSH positions and 36 closed out — a net gain of 50 holders — while 231 added to existing stakes and 225 trimmed.
The largest buyer was UBS AM, adding an estimated $135M. The largest seller was T. Rowe Price Associates, cutting an estimated $785M.
- 676 institutional investors held Marsh (MRSH) as of Q3 2016, up from 634 in Q2 2016.
- Funds reported $29.6B of Marsh stock for Q3 2016, down 3.4% quarter-over-quarter.
- 86 funds opened new Marsh positions in Q3 2016 and 36 closed out, a net change of +50 holders.
- The largest Marsh buyer in Q3 2016 was UBS AM, an estimated $135M added.
- The largest Marsh seller in Q3 2016 was T. Rowe Price Associates, an estimated $785M sold.
Based on aggregated 13F filings for Q3 2016.