We are live on ! Find out more
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
AUB
601
Atlantic Union Bankshares
Virginia
$348K
ARMT
602
Amica Retiree Medical Trust
Rhode Island
$346K
MMHP
603
Murphy Middleton Hinkle & Parker
Georgia
$345K
TNB
604
TCF National Bank
South Dakota
$342K
FNT
605
First National Trust
Pennsylvania
$341K -$58.2K -546 -12%
FMLI
606
Fukoku Mutual Life Insurance
Japan
$341K
BWM
607
Buckley Wealth Management
Nevada
$338K +$124K +1,159 +42%
MGIA
608
Matthew Goff Investment Advisor
Texas
$332K +$9.91K +93 +2%
CGL
609
Clarius Group LLC
Washington
$332K +$30.8K +289 +8%
IBOK
610
Independence Bank of Kentucky
Kentucky
$330K +$381K +3,570 +1,428%
PA
611
Parallel Advisors
California
$329K -$96.3K -903 -19%
CT
612
Caldwell Trust
Florida
$329K
HCM
613
Hutchinson Capital Management
California
$326K
RIM
614
Rampart Investment Management
Connecticut
$322K -$2.11M -19,771 -84%
PA
615
Pinnacle Associates
New York
$318K +$392K +3,674 New
MIA
616
MainStreet Investment Advisors
Illinois
$318K +$392K +3,677 New
RWM
617
RKL Wealth Management
Pennsylvania
$314K -$189K -1,772 -33%
Lido Advisors
618
Lido Advisors
California
$314K -$90.4K -848 -19%
FHA
619
Flagship Harbor Advisors
Massachusetts
$312K
GT
620
Greenleaf Trust
Michigan
$312K +$31.2K +293 +9%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$308K +$23.1K +217 +6%
HH
622
Hilltop Holdings
Texas
$307K -$35.4K -332 -9%
DADC
623
D.A. Davidson & Co
Montana
$304K
T
624
TrueFG
Texas
$303K
NCM
625
Noesis Capital Mangement
Florida
$303K

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.