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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
PWP
576
Personal Wealth Partners
Minnesota
$421K
BCM
577
Boltwood Capital Management
California
$421K +$520K +4,875 New
SP
578
Symmetry Partners
Connecticut
$420K -$55.8K -523 -10%
ECM
579
ExodusPoint Capital Management
New York
$416K -$1.61M -15,104 -76%
WAM
580
Wealthspire Advisors (Maryland)
Maryland
$416K
IIC
581
Ironwood Investment Counsel
Arizona
$415K -$853 -8 -0.2%
AWM
582
Aries Wealth Management
Maine
$412K -$53.3K -500 -9%
EIA
583
Edgemoor Investment Advisors
Maryland
$411K +$172K +1,614 +51%
SWA
584
SFMG Wealth Advisors
Texas
$410K -$101K -943 -17%
MWM
585
Mission Wealth Management
California
$404K -$2.13K -20 -0.4%
BSW
586
Buckingham Strategic Wealth
Missouri
$395K +$71K +666 +17%
OAM
587
Occidental Asset Management
California
$395K +$487K +4,570 New
MYAM
588
Meiji Yasuda Asset Management
Japan
$393K -$2.54M -23,790 -84%
S
589
Seeyond
France
$393K -$33.3K -312 -2%
QC
590
Quadrature Capital
United Kingdom
$389K +$480K +4,500 New
LOAME
591
Lombard Odier Asset Management (Europe)
United Kingdom
$386K -$83.2K -780 -15%
CAPTRUST Financial Advisors
592
CAPTRUST Financial Advisors
North Carolina
$385K -$7.14K -67 -1%
HB
593
Homrich & Berg
Georgia
$382K -$175K -1,639 -27%
FB
594
Fulton Bank
Pennsylvania
$382K +$115K +1,082 +32%
GRP
595
Global Retirement Partners
California
$377K +$14.9K +140 +3%
GT
596
Glenview Trust
Kentucky
$372K -$9.17K -86 -2%
AFP
597
Ausdal Financial Partners
Iowa
$364K
V
598
VeraBank
Texas
$364K +$448K +4,204 New
XM
599
XTX Markets
New York
$354K +$437K +4,095 New
UCFA
600
United Capital Financial Advisors
Texas
$352K -$524K -4,913 -55%

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.