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MRSH

Marsh
MRSH

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: 936 → 975 (+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: 15 → 14 (-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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$151M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$150M
5
BlackRock
BlackRock
New York
+$135M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$609M
2
A
AustralianSuper
Australia
-$228M
3
JP Morgan Chase
JP Morgan Chase
New York
-$187M
4
NLI
Nippon Life Insurance
Japan
-$168M
5
Bank of America
Bank of America
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLAM
251
Swiss Life Asset Management
$8.94M -$16.6M -146,112 -66%
B
252
Brightworth
Georgia
$8.83M -$10.8K -95 -0.1%
PI
253
PGGM Investments
Netherlands
$8.34M +$8.1M +71,286 New
MSA
254
Mason Street Advisors
Wisconsin
$8.19M -$134K -1,177 -2%
LCS
255
Levin Capital Strategies
New York
$8.15M +$59.7K +525 +0.8%
CIC
256
Cutler Investment Counsel
Oregon
$8.11M -$18K -158 -0.2%
FGP
257
Foyston, Gordon, & Payne
Ontario, Canada
$7.95M +$1.11M +9,795 +17%
Two Sigma Investments
258
Two Sigma Investments
New York
$7.92M +$7.69M +67,720 New
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$7.79M -$534K -4,699 -7%
DnB Asset Management
260
DnB Asset Management
Norway
$7.76M -$974K -8,576 -11%
BAM
261
Bell Asset Management
Australia
$7.68M +$2.06M +18,155 +38%
MOACM
262
Mutual of America Capital Management
New York
$7.47M -$246K -2,161 -3%
Bank Julius Baer & Co
263
Bank Julius Baer & Co
Switzerland
$7.44M +$196K +1,721 +3%
Brown Advisory
264
Brown Advisory
Maryland
$7.42M +$156K +1,377 +2%
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.42M +$1.87M +16,442 +35%
VLKIM
266
Van Lanschot Kempen Investment Management
Netherlands
$7.4M +$1.95M +17,124 +37%
VCM
267
Voleon Capital Management
California
$7.37M +$7.16M +63,000 New
X
268
Xponance
Pennsylvania
$7.37M +$167K +1,474 +2%
GAM
269
Gotham Asset Management
New York
$7.31M +$3.38M +29,755 +91%
AIMCA
270
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.11M – – –
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$7.11M -$212K -1,866 -3%
Public Sector Pension Investment Board (PSP Investments)
272
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.11M -$56K -493 -0.8%
OSIA
273
O'Shares Investment Advisers
Massachusetts
$7.11M +$629K +5,534 +10%
CVSCT
274
C.V. Starr & Co Trust
New York
$7.02M – – –
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$7.02M -$242K -2,132 -3%
9 10
11
12 13

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.