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MRSH

Marsh

729 hedge funds and large institutions have $29.5B invested in Marsh in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 247 increasing their positions, 249 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

8% more funds holding

Funds holding: 674729 (+55)

10% more call options, than puts

Call options by funds: $31M | Put options by funds: $28.3M

1% more capital invested

Capital invested by funds: $29.3B → $29.5B (+$233M)

0.04% less ownership

Funds ownership: 84.81%84.77% (-0.04%)

1% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 249

Holders
729
Holders Change
+55
Holders Change %
+8.16%
% of All Funds
18.23%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
100
Increased
247
Reduced
249
Closed
36
Calls
$31M
Puts
$28.3M
Net Calls
+$2.74M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.96B -$364M -5,422,788 -11%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.88B -$540M -8,054,985 -16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.23B +$44.9M +669,315 +2%
State Street
4
State Street
Massachusetts
$1.57B +$138M +2,054,441 +10%
BIT
5
BlackRock Institutional Trust
California
$1.01B +$15.2M +226,037 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$832M -$216M -3,216,952 -21%
Primecap Management
7
Primecap Management
California
$749M -$77.1M -1,149,854 -9%
Capital International Investors
8
Capital International Investors
California
$741M +$3.72M +55,500 +0.5%
Macquarie Group
9
Macquarie Group
Australia
$726M +$12.1M +181,164 +2%
BFA
10
BlackRock Fund Advisors
California
$587M +$18.6M +277,892 +3%
Artisan Partners
11
Artisan Partners
Wisconsin
$516M +$22.7M +337,926 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$510M -$297M -4,424,764 -37%
BG
13
BlackRock Group
United Kingdom
$441M +$71.3M +1,063,891 +19%
Northern Trust
14
Northern Trust
Illinois
$409M -$22.5M -335,634 -5%
UBS Group
15
UBS Group
Switzerland
$403M +$12.5M +187,167 +3%
Ameriprise
16
Ameriprise
Minnesota
$398M +$81.6M +1,217,272 +26%
Invesco
17
Invesco
Georgia
$395M -$19.5M -290,521 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$357M +$34.2M +510,724 +11%
NLI
19
Nippon Life Insurance
Japan
$356M +$1.35M +20,066 +0.4%
Bank of America
20
Bank of America
North Carolina
$329M +$475K +7,083 +0.1%
UBS AM
21
UBS AM
Illinois
$325M +$42.4M +633,049 +15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$318M +$11.4M +169,481 +4%
Capital World Investors
23
Capital World Investors
California
$303M
Capital Research Global Investors
24
Capital Research Global Investors
California
$237M -$4.73M -70,525 -2%
BA
25
BlackRock Advisors
Delaware
$234M -$5.31M -79,223 -2%