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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
B
401
BP
United Kingdom
$2.29M -$2.39M -21,012 -52%
NIC
402
Northwest Investment Counselors
Oregon
$2.27M -$18.2K -160 -0.8%
TPM
403
Triasima Portfolio Management
Quebec, Canada
$2.27M +$2.2M +19,374 New
SFA
404
Souders Financial Advisors
Ohio
$2.25M +$42.6K +375 +2%
IRF
405
IBM Retirement Fund
New York
$2.2M +$101K +889 +5%
EAM
406
Erste Asset Management
Austria
$2.19M +$239K +2,100 +12%
RC
407
RegentAtlantic Capital
New Jersey
$2.18M -$15.6K -137 -0.7%
Wealthfront Advisers
408
Wealthfront Advisers
California
$2.17M -$101K -885 -5%
MYAM
409
Meiji Yasuda Asset Management
Japan
$2.16M +$40.9K +360 +2%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$2.15M -$162K -1,425 -7%
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$2.11M +$164K +1,440 +9%
WF
412
Welch & Forbes
Massachusetts
$2.11M +$215K +1,890 +12%
ACA
413
Aptus Capital Advisors
Alabama
$2.1M +$371K +3,264 +22%
Nomura Holdings
414
Nomura Holdings
Japan
$2.1M -$1.17M -10,265 -36%
CI
415
Cigna Investments
Connecticut
$2.08M +$145K +1,278 +8%
RFC
416
Regions Financial Corp
Alabama
$2.07M +$59.3K +522 +3%
BCM
417
Bridgeway Capital Management
Texas
$2.02M – – –
CIC
418
Carnegie Investment Counsel
Ohio
$2.01M +$184K +1,619 +10%
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$2M -$45.4K -400 -2%
PAM
420
Panagora Asset Management
Massachusetts
$1.98M -$10.3K -91 -0.5%
BAM
421
Bruderman Asset Management
New York
$1.95M +$167K +1,471 +10%
AC
422
Allstate Corporation
Illinois
$1.91M -$68.7K -605 -4%
HWA
423
Heritage Wealth Advisors
Virginia
$1.9M +$272K +2,397 +17%
CPA
424
Capital Planning Advisors
California
$1.89M -$360K -3,167 -16%
RFA
425
Reilly Financial Advisors
California
$1.88M -$22.6K -199 -1%
15 16
17
18 19

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.