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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
AAMU
376
AEGON Asset Management (UK)
United Kingdom
$2.89M – – –
LI
377
Lafayette Investments
Maryland
$2.83M -$34.1K -300 -1%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$2.83M – – –
HT
379
Heritage Trust
Oklahoma
$2.75M +$154K +1,359 +6%
VRM
380
Vectors Research Management
New York
$2.74M +$365K +3,215 +16%
HC
381
HNP Capital
New York
$2.73M +$369K +3,251 +16%
FMT
382
First Mercantile Trust
Tennessee
$2.68M +$932K +8,207 +56%
EWA
383
Exencial Wealth Advisors
Oklahoma
$2.66M -$3.12M -27,467 -55%
SSA
384
Schonfeld Strategic Advisors
New York
$2.65M +$2.57M +22,644 New
Vontobel Holding
385
Vontobel Holding
Switzerland
$2.63M +$2.63M +23,109 New
PS
386
Pensionfund Sabic
Netherlands
$2.6M – – –
SF
387
Synovus Financial
Georgia
$2.57M -$381K -3,354 -13%
Jane Street
388
Jane Street
New York
$2.51M -$5.09M -44,795 -68%
Acadian Asset Management
389
Acadian Asset Management
Massachusetts
$2.5M +$695K +6,116 +40%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$2.47M +$11.4K +100 +0.5%
V
391
Veritable
Delaware
$2.46M -$73.3K -645 -3%
NONA
392
Ninety One North America
New York
$2.46M -$570K -5,016 -19%
CCP
393
Corient Capital Partners
California
$2.4M +$93.7K +825 +4%
SLI
394
Sumitomo Life Insurance
Japan
$2.37M -$467K -4,108 -17%
RZH
395
Relyea Zuckerberg Hanson
Connecticut
$2.35M – – –
IWP
396
Icon Wealth Partners
Texas
$2.35M +$254K +2,235 +13%
JWM
397
Jackson Wealth Management
Florida
$2.34M +$292K +2,568 +15%
RC
398
RBF Capital
California
$2.34M – – –
CB
399
Commerce Bank
Missouri
$2.33M -$154K -1,357 -6%
AP
400
Advisor Partners
California
$2.3M -$86.9K -765 -4%
14 15
16
17 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.