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MRSH

Marsh
MRSH

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: 923 → 880 (-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: 18 → 12 (-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

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$305M
2
JP Morgan Chase
JP Morgan Chase
New York
+$159M
3
BlackRock
BlackRock
New York
+$132M
4
Boston Partners
Boston Partners
Massachusetts
+$126M
5
N
Nuveen
North Carolina
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$303M
3
UBS Group
UBS Group
Switzerland
-$174M
4
AAMU
Amundi Asset Management US
Massachusetts
-$154M
5
Macquarie Group
Macquarie Group
Australia
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
701
FORA Capital
Florida
$202K -$854K -8,013 -77%
PRC
702
Pearl River Capital
Michigan
$201K +$248K +2,324 New
PA
703
Procyon Advisors
Connecticut
$184K -$8.1K -76 -3%
MSFP
704
Mark Sheptoff Financial Planning
Connecticut
$182K – – –
NIT
705
NumerixS Investment Technologies
British Columbia, Canada
$173K +$213K +2,000 New
CF
706
Centaurus Financial
California
$171K -$16.1K -151 -7%
NB
707
Nicolet Bankshares
Wisconsin
$171K – – –
CIM
708
Contravisory Investment Management
Massachusetts
$171K +$112K +1,047 +112%
PCM
709
Penserra Capital Management
California
$170K +$27.2K +255 +18%
CFA
710
Carroll Financial Associates
North Carolina
$169K +$213 +2 +0.1%
NIM
711
NuWave Investment Management
New Jersey
$166K +$175K +1,644 +596%
APW
712
Acima Private Wealth
Virginia
$163K – – –
RMC
713
Resources Management Corp
Connecticut
$160K – – –
CFG
714
CKW Financial Group
Hawaii
$156K – – –
LGWM
715
Litman Gregory Wealth Management
California
$156K – – –
SSB
716
Sandy Spring Bank
Maryland
$152K -$8.21K -77 -4%
IA
717
IFP Advisors
Florida
$149K +$14.2K +133 +8%
KPW
718
Kore Private Wealth
New York
$142K +$38.7K +363 +28%
CA
719
Clearstead Advisors
Ohio
$141K +$174K +1,635 New
AF
720
Advisornet Financial
Minnesota
$140K -$33.5K -314 -16%
EP
721
Eudaimonia Partners
Tennessee
$140K +$64.9K +609 +61%
NICM
722
Neo Ivy Capital Management
New York
$139K +$171K +1,603 New
RA
723
Rational Advisors
New York
$135K -$1.94M -18,151 -92%
CC
724
Colrain Capital
Massachusetts
$130K -$107K -1,000 -40%
TF
725
Tompkins Financial
New York
$124K – – –
27 28
29
30 31

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.