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MRSH

Marsh

975 hedge funds and large institutions have $52.2B invested in Marsh in 2020 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 366 increasing their positions, 317 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 58

21% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $29.1M

15% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 317

4% more funds holding

Funds holding: 936975 (+39)

2% more capital invested

Capital invested by funds: $51B → $52.2B (+$1.18B)

0.25% less ownership

Funds ownership: 87.88%87.63% (-0.25%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
975
Holders Change
+39
Holders Change %
+4.17%
% of All Funds
17.25%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
111
Increased
366
Reduced
317
Closed
58
Calls
$35.2M
Puts
$29.1M
Net Calls
+$6.1M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
226
Mackay Shields LLC
New York
$11.3M +$140K +1,228 +1%
QT
227
Quantbot Technologies
New York
$11.1M -$707K -6,219 -6%
ProShare Advisors
228
ProShare Advisors
Maryland
$11.1M +$761K +6,698 +8%
JA
229
JLB & Associates
Michigan
$11.1M +$234K +2,059 +2%
VI
230
Vestcor Inc
New Brunswick, Canada
$11M -$139K -1,225 -1%
CTA
231
Carillon Tower Advisers
Florida
$10.8M -$1.58M -13,929 -13%
MAM
232
Mastrapasqua Asset Management
Tennessee
$10.7M -$340K -2,991 -3%
State of Tennessee, Department of Treasury
233
State of Tennessee, Department of Treasury
Tennessee
$10.7M -$1.28M -11,257 -11%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$10.5M -$485K -4,270 -5%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$10.5M +$2.43M +21,367 +31%
TPSF
236
Texas Permanent School Fund
Texas
$10.5M -$659K -5,802 -6%
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$10.5M -$10.1M -89,298 -50%
Squarepoint
238
Squarepoint
New York
$10.4M -$5.31M -46,769 -34%
Man Group
239
Man Group
United Kingdom
$10.3M -$18.4M -162,306 -65%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$10.2M -$47.7K -420 -0.5%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$10.2M -$392K -3,450 -4%
WAS
242
Wesleyan Assurance Society
United Kingdom
$10.1M
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$10M -$316K -2,779 -3%
Renaissance Technologies
244
Renaissance Technologies
New York
$9.98M +$432K +3,800 +5%
OPCM
245
Osborne Partners Capital Management
California
$9.97M +$2.79M +24,561 +41%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$9.64M -$453K -3,988 -5%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$9.5M -$26K -229 -0.3%
O
248
Ossiam
France
$9.32M +$5.5M +48,413 +155%
DA
249
Duality Advisers
Florida
$9.31M +$6.58M +57,922 +267%
CRC
250
Curi RMB Capital
Illinois
$9.14M -$1.95M -17,139 -18%

MRSH Hedge Fund Activity: Q4 2020 in Review

975 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2020, worth a combined $52.2B — up 2.3% from $51B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MRSH positions and 58 closed out — a net gain of 53 holders — while 366 added to existing stakes and 317 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Macquarie Group, cutting an estimated $609M.

  • 975 institutional investors held Marsh (MRSH) as of Q4 2020, up from 936 in Q3 2020.
  • Funds reported $52.2B of Marsh stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 111 funds opened new Marsh positions in Q4 2020 and 58 closed out, a net change of +53 holders.
  • The largest Marsh buyer in Q4 2020 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Marsh seller in Q4 2020 was Macquarie Group, an estimated $609M sold.

Based on aggregated 13F filings for Q4 2020.