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MRSH

Marsh

977 hedge funds and large institutions have $54.7B invested in Marsh in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 370 increasing their positions, 339 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

9% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 339

5% more capital invested

Capital invested by funds: $52.2B → $54.7B (+$2.49B)

0.87% more ownership

Funds ownership: 87.63%88.51% (+0.87%)

0% more funds holding

Funds holding: 975977 (+2)

4% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $41.5M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
977
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.16%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
370
Reduced
339
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
476
Banque Pictet & Cie
Switzerland
$1.29M
Capital Fund Management (CFM)
477
Capital Fund Management (CFM)
France
$1.28M +$1.22M +10,550 New
Lido Advisors
478
Lido Advisors
California
$1.26M +$96.4K +837 +9%
AWM
479
Altium Wealth Management
New York
$1.23M -$16.5K -143 -1%
HIC
480
Hartline Investment Corp
Illinois
$1.22M -$308K -2,671 -21%
CK
481
Cohen Klingenstein
New York
$1.22M
UHC
482
Union Heritage Capital
Michigan
$1.22M +$1.15M +10,000 New
VAS
483
Vestmark Advisory Solutions
Massachusetts
$1.21M +$44K +382 +4%
DCP
484
DSM Capital Partners
Florida
$1.2M
ACM
485
Ativo Capital Management
Illinois
$1.19M +$9.21K +80 +0.8%
DA
486
Duality Advisers
Florida
$1.18M -$8.05M -69,929 -88%
FNT
487
First National Trust
Pennsylvania
$1.16M +$11.4K +99 +1%
FC
488
FORA Capital
Florida
$1.16M +$1.09M +9,497 New
CI
489
CX Institutional
Indiana
$1.15M -$2.07K -18 -0.2%
Cambridge Investment Research Advisors
490
Cambridge Investment Research Advisors
Iowa
$1.15M +$56.8K +493 +6%
GC
491
Grimes & Company
Massachusetts
$1.15M +$455K +3,953 +72%
DCM
492
Donaldson Capital Management
Indiana
$1.14M +$30.3K +263 +3%
RIG
493
Roosevelt Investment Group
New York
$1.13M +$10.3K +89 +1%
EDRH
494
Edmond de Rothschild Holding
Switzerland
$1.12M +$588K +5,105 +125%
JHP
495
James Hambro & Partners
United Kingdom
$1.12M -$327K -2,840 -24%
HBT
496
Hills Bank & Trust
Iowa
$1.1M +$19.7K +171 +2%
HCM
497
Howland Capital Management
Massachusetts
$1.1M +$43.2K +375 +4%
SCA
498
Snowden Capital Advisors
New York
$1.09M +$406K +3,521 +65%
WA1
499
Wimmer Associates 1
California
$1.08M -$2.76K -24 -0.3%
EWM
500
Evercore Wealth Management
New York
$1.07M -$10K -87 -1%

MRSH Hedge Fund Activity: Q1 2021 in Review

977 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2021, worth a combined $54.7B — up 4.8% from $52.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MRSH positions and 87 closed out — a net gain of 9 holders — while 370 added to existing stakes and 339 trimmed.

The largest buyer was Stifel Financial, adding an estimated $204M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 977 institutional investors held Marsh (MRSH) as of Q1 2021, up from 975 in Q4 2020.
  • Funds reported $54.7B of Marsh stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 96 funds opened new Marsh positions in Q1 2021 and 87 closed out, a net change of +9 holders.
  • The largest Marsh buyer in Q1 2021 was Stifel Financial, an estimated $204M added.
  • The largest Marsh seller in Q1 2021 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2021.