Marsh
MRSH
718 hedge funds and large institutions have $36.9B invested in Marsh in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 72 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 6 → 16 (+10)
8% more capital invested
Capital invested by funds: $34B → $36.9B (+$2.85B)
1.15% more ownership
Funds ownership: 84.67% → 85.82% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 257
3% less funds holding
Funds holding: 737 → 718 (-19)
14% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 72
35% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $42.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$551M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$195M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$154M |
| 4 |
JP Morgan Chase
New York
|
+$138M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$96.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$199M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$121M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$109M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$103M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.4M |
MRSH Hedge Fund Activity: Q3 2017 in Review
718 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2017, worth a combined $36.9B — up 8.4% from $34B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of MRSH and 62 opened new positions — a net loss of 10 holders — while 257 trimmed existing stakes and 251 added.
The largest buyer was Capital World Investors, adding an estimated $551M. The largest seller was Wellington Management Group, cutting an estimated $199M.
- 718 institutional investors held Marsh (MRSH) as of Q3 2017, down from 737 in Q2 2017.
- Funds reported $36.9B of Marsh stock for Q3 2017, up 8.4% quarter-over-quarter.
- 62 funds opened new Marsh positions in Q3 2017 and 72 closed out, a net change of -10 holders.
- The largest Marsh buyer in Q3 2017 was Capital World Investors, an estimated $551M added.
- The largest Marsh seller in Q3 2017 was Wellington Management Group, an estimated $199M sold.
Based on aggregated 13F filings for Q3 2017.