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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
AIP
651
ARS Investment Partners
New York
$259K -$8.35M -78,341 -96%
APA
652
American Portfolios Advisors
New York
$259K -$513K -4,816 -62%
CG
653
Caprock Group
Idaho
$258K -$11.1K -104 -3%
WFPG
654
Waller Financial Planning Group
Ohio
$258K +$1.28K +12 +0.4%
EF
655
Empirical Finance
Pennsylvania
$254K +$111K +1,045 +55%
OWD
656
Osborn Williams & Donohoe
Ohio
$251K
DZ Bank
657
DZ Bank
Germany
$251K +$67.5K +633 +28%
AA
658
Advisory Alpha
Michigan
$250K
Dodge & Cox
659
Dodge & Cox
California
$247K
TCOV
660
Trust Company of Vermont
Vermont
$246K -$74.5K -699 -20%
Fisher Asset Management
661
Fisher Asset Management
Washington
$246K +$5.76K +54 +2%
CT
662
Cambridge Trust
Massachusetts
$243K -$27.9K -262 -9%
NSAM
663
North Star Asset Management
Wisconsin
$238K -$53.3K -500 -15%
BP
664
Ballentine Partners
Massachusetts
$237K +$43.7K +410 +18%
SL
665
Stevard LLC
Illinois
$236K
CAW
666
Cornerstone Advisors (Washington)
Washington
$236K +$66.1K +620 +29%
CIP
667
Cornerstone Investment Partners
Georgia
$235K
DWT
668
Dorsey & Whitney Trust
South Dakota
$232K +$2.88K +27 +1%
HMS
669
Hanseatic Management Services
New Mexico
$230K +$284K +2,664 New
FCI
670
Financial Counselors Inc
Kansas
$229K -$1.92K -18 -0.7%
SPIA
671
Steward Partners Investment Advisory
New York
$227K +$17.2K +161 +7%
BRM
672
Boston Research & Management
Massachusetts
$226K
PFA
673
Pathway Financial Advisors
Vermont
$226K
AHB
674
Abner Herrman & Brock
New Jersey
$226K +$6.08K +57 +2%
SWA
675
Sutton Wealth Advisors
Florida
$226K +$1.6K +15 +0.6%

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.