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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
HIC
451
Hartline Investment Corp
Illinois
$1.48M – – –
VVP
452
Venture Visionary Partners
Ohio
$1.47M +$904K +7,953 +172%
EIM
453
Essex Investment Management
Massachusetts
$1.47M -$178K -1,566 -11%
PTC
454
Private Trust Company
Ohio
$1.45M +$172K +1,514 +14%
ATC
455
Argent Trust Co
Tennessee
$1.45M +$909 +8 +0.1%
CAM
456
Close Asset Management
United Kingdom
$1.45M -$2.93M -25,820 -68%
FRA
457
Front Row Advisors
California
$1.44M – – –
RIM
458
Redpoint Investment Management
Australia
$1.43M – – –
Federated Hermes
459
Federated Hermes
Pennsylvania
$1.41M -$60.6K -533 -4%
JHP
460
James Hambro & Partners
United Kingdom
$1.41M +$323K +2,840 +31%
FT
461
Fiduciary Trust
Massachusetts
$1.4M -$18.5K -163 -1%
BHWM
462
Bar Harbor Wealth Management
New Hampshire
$1.4M -$87.7K -772 -6%
DBIA
463
Dumont & Blake Investment Advisors
New Jersey
$1.4M +$9.66K +85 +0.7%
CSIC
464
Clifford Swan Investment Counsel
California
$1.39M – – –
S
465
Seeyond
France
$1.38M -$108K -954 -7%
ESCM
466
Echo Street Capital Management
New York
$1.38M +$1.34M +11,815 New
BPA
467
Beacon Pointe Advisors
California
$1.37M +$47.5K +418 +4%
MWP
468
Moller Wealth Partners
$1.37M +$1.33M +11,700 New
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
HAG
470
HighPoint Advisor Group
Illinois
$1.35M +$1.25K +11 +0.1%
TPI
471
Tesco Pension Investment
United Kingdom
$1.33M – – –
RWB
472
RMR Wealth Builders
New Jersey
$1.33M +$38.3K +337 +3%
FPS
473
Fieldpoint Private Securities
Connecticut
$1.33M +$45.4K +400 +4%
AF
474
Alerus Financial
North Dakota
$1.33M -$25K -220 -2%
TCA
475
Transcend Capital Advisors
New Jersey
$1.32M +$142K +1,249 +12%
17 18
19
20 21

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.