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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
BF
351
BOK Financial
Oklahoma
$3.48M +$855K +7,524 +34%
SB
352
Strategic Blueprint
Georgia
$3.44M +$232K +2,038 +7%
BCI
353
Brinker Capital Investments
Pennsylvania
$3.37M -$6.22M -54,741 -66%
SIM
354
Sentry Investment Management
Wisconsin
$3.36M -$447K -3,931 -12%
LIA
355
LS Investment Advisors
Michigan
$3.26M -$50.1K -441 -2%
NMIMC
356
Northwestern Mutual Investment Management Company
Wisconsin
$3.26M -$22.3K -196 -0.7%
KeyBank National Association
357
KeyBank National Association
Ohio
$3.25M -$347K -3,050 -10%
CFG
358
Citizens Financial Group
Rhode Island
$3.18M -$7.12M -62,676 -70%
NSEDCP
359
NJ State Employees Deferred Compensation Plan
New Jersey
$3.16M – – –
OCM
360
Olstein Capital Management
New York
$3.16M – – –
HI
361
Harrington Investments
California
$3.15M -$107K -942 -3%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$3.15M +$341K +3,000 +13%
BCM
363
Becker Capital Management
Oregon
$3.12M -$52.3K -460 -2%
PDN
364
Pensionfund DSM Netherlands
Netherlands
$3.12M – – –
ACM
365
AlphaCrest Capital Management
New York
$3.12M +$1.06M +9,362 +54%
EGM
366
Engineers Gate Manager
New York
$3.12M +$2.55M +22,446 +537%
Nordea Investment Management
367
Nordea Investment Management
Sweden
$3.11M +$115K +1,012 +4%
FBT
368
First Bankers Trust
Kentucky
$3.11M +$231K +2,035 +8%
SDIC
369
South Dakota Investment Council
South Dakota
$3.1M – – –
ORI
370
Oak Ridge Investments
Illinois
$3.02M -$1.33M -11,697 -31%
BE
371
Bonness Enterprises
District of Columbia
$3.02M – – –
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$3.01M +$75.9K +668 +3%
GI
373
GAMCO Investors
Connecticut
$2.98M -$125K -1,099 -4%
EP
374
Edgestream Partners
New Jersey
$2.96M +$2.88M +25,337 New
AMI
375
Amica Mutual Insurance
Rhode Island
$2.96M – – –
13 14
15
16 17

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.