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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
PPW
326
Parcion Private Wealth
Washington
$4.31M +$242K +2,131 +6%
SC
327
Scotia Capital
Ontario, Canada
$4.3M -$512K -4,504 -11%
AAM
328
Auxier Asset Management
Oregon
$4.29M -$17K -150 -0.4%
BSI
329
Bennett Selby Investments
Maine
$4.24M +$4.11M +36,201 New
EMPI
330
Elo Mutual Pension Insurance
Finland
$4.21M +$4.09M +36,013 New
CA
331
Cornerstone Advisors
North Carolina
$4.21M – – –
CM
332
Churchill Management
California
$4.05M +$201K +1,770 +5%
IG
333
ING Group
Netherlands
$3.94M +$2.55M +22,431 +200%
CSS
334
Cubist Systematic Strategies
Connecticut
$3.93M -$8.24M -72,548 -68%
IIM
335
Ipswich Investment Management
Massachusetts
$3.93M +$155K +1,368 +4%
TVWM
336
Tower View Wealth Management
Wisconsin
$3.92M +$134K +1,178 +4%
WTC
337
WhitTier Trust Company
Nevada
$3.87M +$225K +1,980 +6%
AI
338
Atria Investments
North Carolina
$3.86M -$340K -2,988 -8%
SFI
339
Siemens Fonds Invest
Germany
$3.86M +$3.81M +33,558 New
CCFCSB
340
Cape Cod Five Cents Savings Bank
Massachusetts
$3.85M +$150K +1,320 +4%
NMERB
341
New Mexico Educational Retirement Board
New Mexico
$3.78M -$45.4K -400 -1%
AB
342
Amalgamated Bank
New York
$3.71M -$16.1K -142 -0.4%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$3.69M -$393K -3,458 -10%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$3.69M +$659K +5,800 +23%
Los Angeles Capital Management
345
Los Angeles Capital Management
California
$3.63M -$5.15M -45,302 -59%
Creative Planning
346
Creative Planning
Kansas
$3.63M +$17.8K +157 +0.5%
PAG
347
Private Advisor Group
New Jersey
$3.63M +$180K +1,581 +5%
KRS
348
Kentucky Retirement Systems
Kentucky
$3.6M +$135K +1,190 +4%
SCA
349
Stokes Capital Advisors
South Carolina
$3.57M +$158K +1,392 +5%
VRS
350
Virginia Retirement Systems
Virginia
$3.57M +$2.32M +20,400 +202%
12 13
14
15 16

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.