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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
RJT
501
Raymond James Trust
Florida
$669K +$117K +1,101 +17%
PA
502
Profund Advisors
Maryland
$665K -$260K -2,436 -24%
TPCW
503
TD Private Client Wealth
New York
$663K +$293K +2,747 +56%
HPC
504
HM Payson & Co
Maine
$656K -$4.26K -40 -0.5%
EWM
505
Elmwood Wealth Management
California
$656K +$90.6K +850 +12%
WEC
506
Winslow Evans & Crocker
Massachusetts
$650K +$17.3K +162 +2%
WANY
507
Wealthspire Advisors (New York)
New York
$638K +$787K +7,381 New
Simplex Trading
508
Simplex Trading
Illinois
$636K +$676K +6,343 +621%
Twin Tree Management
509
Twin Tree Management
Texas
$636K +$779K +7,309 +17,402%
TCOT
510
Trust Company of Toledo
Ohio
$631K +$96K +900 +14%
CIA
511
Capital Investment Advisors
Georgia
$626K +$772K +7,238 New
CIC
512
Carnegie Investment Counsel
Ohio
$624K +$152K +1,430 +25%
CC
513
Chicago Capital
Illinois
$623K
FFA
514
First Foundation Advisors
California
$623K +$768K +7,202 New
MERSOM
515
Municipal Employees' Retirement System of Michigan
Michigan
$621K
WA
516
Wealth Alliance
New York
$619K +$764K +7,162 New
PTC
517
Private Trust Company
Ohio
$615K +$7.04K +66 +0.9%
VIA
518
Vident Investment Advisory
Georgia
$607K +$136K +1,279 +22%
AWM
519
AE Wealth Management
Kansas
$607K +$527K +4,946 +239%
GIA
520
Gateway Investment Advisers
Ohio
$605K -$5.12M -48,063 -87%
FHB
521
First Hawaiian Bank
Hawaii
$604K -$65.2K -612 -8%
QCG
522
Quadrant Capital Group
Ohio
$604K +$323K +3,031 +77%
HBT
523
Hills Bank & Trust
Iowa
$604K +$483K +4,535 +185%
CI
524
Conning Inc
Connecticut
$602K -$9.7K -91 -1%
DLA
525
Douglas Lane & Associates
New York
$596K

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.