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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
MCA
576
Mercer Capital Advisers
New Jersey
$676K
S
577
SimplyRich
California
$670K +$7.95K +69 +1%
WA
578
Wealth Alliance
New York
$657K +$23.8K +207 +4%
GCMG
579
Gyroscope Capital Management Group
Florida
$656K -$18.2K -158 -3%
FTDI
580
First Trust Direct Indexing
Massachusetts
$651K +$8.18K +71 +1%
S
581
SignatureFD
Georgia
$651K +$86K +747 +16%
FCH
582
Freestone Capital Holdings
Washington
$651K +$95.4K +828 +18%
QCG
583
Quadrant Capital Group
Ohio
$648K +$200K +1,734 +48%
MPAM
584
Murphy Pohlad Asset Management
Minnesota
$643K -$9.79K -85 -2%
GIA
585
Gateway Investment Advisers
Ohio
$638K -$1.61K -14 -0.3%
ACP
586
Ashfield Capital Partners
California
$633K
VFA
587
Voya Financial Advisors
Connecticut
$633K +$41.2K +358 +7%
GWS
588
Glassman Wealth Services
Virginia
$632K -$3.23K -28 -0.5%
WW
589
Westshore Wealth
California
$623K +$589K +5,116 New
PFO
590
Pathstone Family Office
New Jersey
$622K +$498K +4,321 +550%
OAM
591
Optimal Asset Management
California
$621K +$369K +3,200 +168%
TI
592
Truehand Inc
New Hampshire
$618K -$6.33K -55 -1%
KM
593
Kalos Management
Georgia
$610K +$3.57K +31 +0.7%
EF
594
Empirical Finance
Pennsylvania
$607K
SIM
595
Sentry Investment Management
Wisconsin
$604K -$2.74M -23,751 -83%
TU
596
TDAM USA
Ontario, Canada
$604K -$33.2K -288 -5%
BAM
597
Blueshift Asset Management
New Jersey
$602K +$569K +4,939 New
KPWS
598
Kestra Private Wealth Services
Texas
$600K +$136K +1,184 +32%
JFL
599
Jarislowsky, Fraser Ltd
Quebec, Canada
$596K
CGL
600
Clarius Group LLC
Washington
$596K +$10.7K +93 +2%

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.