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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
FRA
426
Front Row Advisors
California
$1.2M -$22K -206 -2%
ANRIA
427
American National Registered Investment Advisor
Texas
$1.2M -$5.86K -55 -0.4%
HWA
428
Heritage Wealth Advisors
Virginia
$1.2M -$1.28K -12 -0.1%
Federated Hermes
429
Federated Hermes
Pennsylvania
$1.17M -$58.1K -545 -4%
IRF
430
IBM Retirement Fund
New York
$1.16M +$482K +4,520 +51%
PAM
431
Panagora Asset Management
Massachusetts
$1.15M -$14K -131 -1%
UFF
432
USA Financial Formulas
Michigan
$1.14M +$1.4M +13,154 New
Fayez Sarofim & Co
433
Fayez Sarofim & Co
Texas
$1.13M +$27.4K +257 +2%
P
434
Pitcairn
Pennsylvania
$1.11M +$544K +5,100 +66%
FT
435
Fiduciary Trust
Massachusetts
$1.1M -$11.8K -111 -0.9%
HIC
436
Hartline Investment Corp
Illinois
$1.1M +$305K +2,864 +29%
VC
437
Voit & Company
Wisconsin
$1.09M -$76.8K -720 -5%
MF
438
Magnetar Financial
Illinois
$1.09M +$1.34M +12,606 New
HAG
439
HighPoint Advisor Group
Illinois
$1.08M +$37.1K +348 +3%
CS
440
Cannell & Spears
New York
$1.08M +$148K +1,384 +12%
BAM
441
Bruderman Asset Management
New York
$1.07M +$139K +1,303 +11%
SM
442
Sciencast Management
New Jersey
$1.07M -$1.62M -15,215 -54%
CAM
443
Cresset Asset Management
Illinois
$1.06M +$4.05K +38 +0.3%
Marshall Wace
444
Marshall Wace
United Kingdom
$1.04M +$1.29M +12,075 +172,500%
PAM
445
Paradigm Asset Management
New York
$1.03M
CPA
446
Capital Planning Advisors
California
$1.03M -$36.6K -343 -3%
RIL
447
Rothschild Investment LLC
Illinois
$1.03M
TCA
448
Transcend Capital Advisors
New Jersey
$1.02M -$5.54K -52 -0.4%
AC
449
Avestar Capital
New York
$1M +$1.24M +11,617 New
IA
450
Icon Advisers
Colorado
$1M

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.