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MRSH

Marsh
MRSH

936 hedge funds and large institutions have $51B invested in Marsh in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 324 increasing their positions, 334 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 58

18% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $49.5M

7% more capital invested

Capital invested by funds: $47.9B → $51B (+$3.13B)

3% more funds holding

Funds holding: 910 → 936 (+26)

0.44% more ownership

Funds ownership: 87.44% → 87.88% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

3% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 334

Holders
936
Holders Change
+26
Holders Change %
+2.86%
% of All Funds
18.89%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
94
Increased
324
Reduced
334
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$386M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$170M
3
FPP
Findlay Park Partners
United Kingdom
+$103M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.8M
5
Morgan Stanley
Morgan Stanley
New York
+$84M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$464M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
3
NLI
Nippon Life Insurance
Japan
-$131M
4
JP Morgan Chase
JP Morgan Chase
New York
-$93.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$92.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$414M -$32.9M -286,724 -7%
Berkshire Hathaway
27
Berkshire Hathaway
Nebraska
$386M +$386M +3,366,507 New
Goldman Sachs
28
Goldman Sachs
New York
$384M +$45.5K +397 +0%
Legal & General Group
29
Legal & General Group
United Kingdom
$378M -$8.55M -74,654 -2%
Lazard Asset Management
30
Lazard Asset Management
New York
$373M +$1.75M +15,283 +0.5%
American Century Companies
31
American Century Companies
Missouri
$348M -$10.7M -93,653 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$324M -$3.44M -30,040 -1%
Morgan Stanley
33
Morgan Stanley
New York
$289M +$84M +733,147 +41%
Wells Fargo
34
Wells Fargo
California
$277M +$11.3M +98,391 +4%
Charles Schwab
35
Charles Schwab
California
$256M -$13.5M -117,999 -5%
Norges Bank
36
Norges Bank
Norway
$255M -$30.3M -264,238 -11%
BG
37
Bahl & Gaynor
Ohio
$245M -$3.27M -28,498 -1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$240M -$688K -6,000 -0.3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$234M -$13.1M -114,210 -5%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$233M +$2.76M +24,106 +1%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$232M +$17.6M +153,301 +8%
A
42
AustralianSuper
Australia
$228M +$36.1M +315,286 +19%
PPA
43
Parametric Portfolio Associates
Washington
$216M -$2.32M -20,212 -1%
Invesco
44
Invesco
Georgia
$210M -$12.7M -111,025 -6%
CP
45
Coho Partners
Pennsylvania
$201M +$2.09M +18,197 +1%
AAMU
46
Amundi Asset Management US
Massachusetts
$198M -$57.4M -501,008 -23%
Boston Partners
47
Boston Partners
Massachusetts
$196M -$11.4M -99,296 -5%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$189M +$2.16M +18,868 +1%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$172M +$4.65M +40,599 +3%
PC
50
Polar Capital
United Kingdom
$153M -$12.4M -108,426 -7%
1
2
3 4 5

MRSH Hedge Fund Activity: Q3 2020 in Review

936 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2020, worth a combined $51B — up 6.5% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MRSH positions and 58 closed out — a net gain of 36 holders — while 324 added to existing stakes and 334 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $386M. The largest seller was T. Rowe Price Associates, cutting an estimated $464M.

  • 936 institutional investors held Marsh (MRSH) as of Q3 2020, up from 910 in Q2 2020.
  • Funds reported $51B of Marsh stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 94 funds opened new Marsh positions in Q3 2020 and 58 closed out, a net change of +36 holders.
  • The largest Marsh buyer in Q3 2020 was Berkshire Hathaway, an estimated $386M added.
  • The largest Marsh seller in Q3 2020 was T. Rowe Price Associates, an estimated $464M sold.

Based on aggregated 13F filings for Q3 2020.