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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
AT
526
Arden Trust
Delaware
$592K -$30.8K -289 -4%
CWM
527
Calamos Wealth Management
Illinois
$586K -$46.5K -436 -6%
MME
528
Meag Munich Ergo
Germany
$575K -$1.02M -9,593 -59%
OCG
529
Opus Capital Group
Ohio
$575K -$97.1K -911 -12%
DSC
530
Duncker Streett & Co
Missouri
$571K
TRCT
531
Tower Research Capital (TRC)
New York
$571K +$705K +6,610 New
SCM
532
Shelton Capital Management
Colorado
$568K -$64K -600 -8%
IC
533
IEQ Capital
California
$568K +$42K +394 +6%
JAM
534
Jupiter Asset Management
United Kingdom
$558K -$8.83M -82,868 -93%
SSA
535
Schonfeld Strategic Advisors
New York
$553K +$682K +6,400 New
QI
536
QS Investors
New York
$552K
DS
537
DRW Securities
Illinois
$544K +$670K +6,287 New
VAS
538
Vestmark Advisory Solutions
Massachusetts
$543K +$669K +6,275 New
TW
539
TrinityPoint Wealth
Connecticut
$538K +$6.82K +64 +1%
MIAS
540
Mason Investment Advisory Services
Virginia
$535K +$659K +6,183 New
ST
541
Smithfield Trust
Pennsylvania
$527K -$8.53K -80 -1%
ACA
542
Atlas Capital Advisors
Wyoming
$516K
PM
543
Parametrica Management
Hong Kong
$515K +$635K +5,956 New
PA
544
PFG Advisors
Arizona
$513K +$14.9K +140 +3%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$511K -$32K -300 -5%
HI
546
Horizon Investments
North Carolina
$510K +$131K +1,226 +26%
BHC
547
Bowen Hanes & Co
Florida
$503K
BRWA
548
B. Riley Wealth Advisors
Florida
$497K +$44.7K +419 +8%
GCMG
549
Gyroscope Capital Management Group
Florida
$496K +$45.7K +429 +8%
BC
550
Bartlett & Co
Ohio
$494K +$609K +5,710 New

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.