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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$1.42M +$311K +2,920 +22%
WF
402
Welch & Forbes
Massachusetts
$1.39M +$10.7K +100 +0.6%
DTL
403
Dynamic Technology Lab
Singapore
$1.38M +$155K +1,453 +10%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$1.37M +$170K +1,598 +11%
RFC
405
Regions Financial Corp
Alabama
$1.37M +$8.74K +82 +0.5%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$1.36M
CC
407
Cognios Capital
Kansas
$1.33M +$1.4M +13,141 +575%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M +$357K +3,344 +28%
Bessemer Group
409
Bessemer Group
New Jersey
$1.31M -$20.4M -191,699 -93%
DRS
410
Deane Retirement Strategies
Louisiana
$1.31M +$1.61M +15,101 New
SBWIC
411
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.3M -$80K -750 -5%
BAAM
412
Baker Avenue Asset Management
California
$1.3M -$4.68M -43,898 -74%
UB
413
UMB Bank
Missouri
$1.29M +$14.4K +135 +0.9%
NB
414
Norinchukin Bank
Japan
$1.29M -$1.67M -15,661 -51%
GCA
415
Genesee Capital Advisors
New York
$1.28M -$172K -1,615 -10%
FMT
416
First Mercantile Trust
Tennessee
$1.28M -$21.5K -202 -1%
JG
417
Jefferies Group
New York
$1.27M -$2.35M -22,081 -60%
BCWM
418
Blue Chip Wealth Management
Florida
$1.25M -$253K -2,371 -14%
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$1.24M -$12.6M -118,549 -89%
CB
420
Commerce Bank
Missouri
$1.24M +$146K +1,370 +11%
CSIC
421
Clifford Swan Investment Counsel
California
$1.23M -$93.3K -875 -6%
CI
422
Cigna Investments
Connecticut
$1.23M +$90.6K +850 +6%
BCM
423
BlueMar Capital Management
Florida
$1.22M +$1.5M +14,080 New
HSA
424
HBK Sorce Advisory
Pennsylvania
$1.21M +$29.4K +276 +2%
NC
425
Northcape Capital
Australia
$1.21M +$130K +1,218 +10%

MRSH Hedge Fund Activity: Q1 2020 in Review

880 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2020, worth a combined $38.6B — down 22% from $49.8B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of MRSH and 86 opened new positions — a net loss of 32 holders — while 330 trimmed existing stakes and 312 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $305M. The largest seller was Capital Research Global Investors, cutting an estimated $385M.

  • 880 institutional investors held Marsh (MRSH) as of Q1 2020, down from 923 in Q4 2019.
  • Funds reported $38.6B of Marsh stock for Q1 2020, down 22% quarter-over-quarter.
  • 86 funds opened new Marsh positions in Q1 2020 and 118 closed out, a net change of -32 holders.
  • The largest Marsh buyer in Q1 2020 was Massachusetts Financial Services, an estimated $305M added.
  • The largest Marsh seller in Q1 2020 was Capital Research Global Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q1 2020.