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MRSH

Marsh
MRSH

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: 923 → 880 (-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: 18 → 12 (-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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$305M
2
JP Morgan Chase
JP Morgan Chase
New York
+$159M
3
BlackRock
BlackRock
New York
+$132M
4
Boston Partners
Boston Partners
Massachusetts
+$126M
5
N
Nuveen
North Carolina
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$303M
3
UBS Group
UBS Group
Switzerland
-$174M
4
AAMU
Amundi Asset Management US
Massachusetts
-$154M
5
Macquarie Group
Macquarie Group
Australia
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
451
Dumont & Blake Investment Advisors
New Jersey
$990K -$13.8K -129 -1%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$983K +$1.01M +9,456 +494%
NG
453
NatWest Group
United Kingdom
$972K – – –
ATC
454
Argent Trust Co
Tennessee
$971K +$29.2K +274 +3%
KWA
455
KCS Wealth Advisory
California
$971K +$175K +1,645 +17%
AIC
456
Aurora Investment Counsel
Georgia
$956K -$111K -1,041 -9%
VFA
457
Voya Financial Advisors
Connecticut
$947K -$206K -1,932 -15%
Assenagon Asset Management
458
Assenagon Asset Management
Luxembourg
$939K -$1.5M -14,086 -56%
WI
459
Wintrust Investments
Illinois
$933K +$173K +1,623 +18%
CTA
460
Chesley Taft & Associates
Illinois
$928K -$58.6K -550 -5%
FPS
461
Fieldpoint Private Securities
Connecticut
$928K – – –
LNC
462
Lincoln National Corp
Pennsylvania
$917K -$64.1K -601 -5%
BBNA
463
Bremer Bank National Association
Minnesota
$881K +$240K +2,253 +28%
Point72 Asset Management
464
Point72 Asset Management
Connecticut
$873K +$1.08M +10,100 New
Cambridge Investment Research Advisors
465
Cambridge Investment Research Advisors
Iowa
$865K -$429K -4,022 -29%
CK
466
Cohen Klingenstein
New York
$865K – – –
DCM
467
Donaldson Capital Management
Indiana
$848K -$37.6M -352,815 -97%
CTC
468
Central Trust Company
Missouri
$846K +$153K +1,434 +17%
SCA
469
Snowden Capital Advisors
New York
$842K -$372K -3,487 -26%
WA1
470
Wimmer Associates 1
California
$832K -$18.6K -174 -2%
AWA
471
Arete Wealth Advisors
Illinois
$825K +$47.2K +443 +5%
EWM
472
Evercore Wealth Management
New York
$823K +$74.5K +699 +8%
SFA
473
Souders Financial Advisors
Ohio
$822K +$1.01M +9,510 New
FWCM
474
Ferguson Wellman Capital Management
Oregon
$815K – – –
BPC
475
Banque Pictet & Cie
Switzerland
$813K – – –
17 18
19
20 21

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.