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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
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$1.08M +$588K +5,175 +127%
RIG
502
Roosevelt Investment Group
New York
$1.08M – – –
WI
503
Wintrust Investments
Illinois
$1.06M -$80K -704 -7%
DCM
504
Donaldson Capital Management
Indiana
$1.06M -$77.7K -684 -7%
Cambridge Investment Research Advisors
505
Cambridge Investment Research Advisors
Iowa
$1.05M -$154K -1,354 -13%
WA1
506
Wimmer Associates 1
California
$1.04M +$9.43K +83 +0.9%
HBT
507
Hills Bank & Trust
Iowa
$1.04M +$8.18K +72 +0.8%
EWM
508
Evercore Wealth Management
New York
$1.04M -$24.5K -216 -2%
PP
509
Paloma Partners
Connecticut
$1.03M -$5.19M -45,655 -84%
VIA
510
Vident Investment Advisory
Georgia
$1.03M +$113K +994 +13%
AAS
511
Annex Advisory Services
Wisconsin
$1.03M +$1,000K +8,799 New
CAPTRUST Financial Advisors
512
CAPTRUST Financial Advisors
North Carolina
$1.02M +$43.4K +382 +5%
ACM
513
Allred Capital Management
Texas
$1.01M -$12.4K -109 -1%
3LCM
514
3D/L Capital Management
Connecticut
$1.01M +$1M +8,814 New
HCM
515
Howland Capital Management
Massachusetts
$1.01M – – –
AC
516
Athanor Capital
New York
$1M +$975K +8,584 New
VanEck Associates
517
VanEck Associates
New York
$1M +$99K +871 +11%
NRS
518
Neville Rodie & Shaw
New York
$998K – – –
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$981K +$6.59K +58 +0.7%
MIAS
520
Mason Investment Advisory Services
Virginia
$979K -$2.27K -20 -0.2%
WAP
521
Wealthcare Advisory Partners
Pennsylvania
$970K +$21.6K +190 +2%
BAM
522
Belpointe Asset Management
Nevada
$967K +$22.5K +198 +2%
WIC
523
Wilkins Investment Counsel
Massachusetts
$964K – – –
MGIA
524
Moneta Group Investment Advisors
Missouri
$946K +$919K +8,085 New
EBT
525
Enterprise Bank & Trust
Massachusetts
$939K +$912K +8,026 New
19 20
21
22 23

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.