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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
IG
476
ING Group
Netherlands
$799K -$2.71M -25,378 -73%
JHP
477
James Hambro & Partners
United Kingdom
$794K -$171K -1,600 -15%
LW
478
Linscomb Wealth
Texas
$793K -$220K -2,060 -18%
BPA
479
Beacon Pointe Advisors
California
$789K +$973K +9,129 New
ACM
480
Allred Capital Management
Texas
$787K +$6.29K +59 +0.7%
TC
481
Toews Corporation
New Jersey
$787K +$970K +9,100 New
HCM
482
Howland Capital Management
Massachusetts
$779K -$1.28K -12 -0.1%
CI
483
CX Institutional
Indiana
$770K +$213 +2 +0%
AWM
484
Altium Wealth Management
New York
$769K +$164K +1,536 +21%
OPPTF
485
OPSEU Pension Plan Trust Fund
Ontario, Canada
$768K +$970K +9,097 New
MWM
486
Minot Wealth Management
Massachusetts
$757K -$262K -2,455 -22%
AIP
487
Ameritas Investment Partners
Nebraska
$741K -$31.2K -293 -3%
NRS
488
Neville Rodie & Shaw
New York
$738K
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$720K -$42.6K -400 -5%
EI
490
Ethic Inc
New York
$717K -$7.89K -74 -0.9%
MBTD
491
Mechanics Bank - Trust Department
California
$717K +$76.8K +720 +9%
TU
492
TDAM USA
Ontario, Canada
$713K -$31.3K -294 -3%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$713K +$54.9K +515 +7%
WIC
494
Wilkins Investment Counsel
Massachusetts
$712K +$25.6K +240 +3%
ASN
495
Advisory Services Network
Georgia
$704K -$32.4K -304 -4%
WPA
496
West Paces Advisors
Georgia
$698K -$77.5K -727 -8%
BAM
497
Belpointe Asset Management
Nevada
$691K -$8.96K -84 -1%
CNC
498
Citizens & Northern Corp
Pennsylvania
$685K +$134K +1,258 +19%
TSW
499
Thompson Siegel & Walmsley
Virginia
$676K -$26.7K -250 -3%
TH
500
TCTC Holdings
Texas
$669K

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.