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MRSH

Marsh
MRSH

975 hedge funds and large institutions have $52.2B invested in Marsh in 2020 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 366 increasing their positions, 317 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 58

21% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $29.1M

15% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 317

4% more funds holding

Funds holding: 936 → 975 (+39)

2% more capital invested

Capital invested by funds: $51B → $52.2B (+$1.18B)

0.25% less ownership

Funds ownership: 87.88% → 87.63% (-0.25%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
975
Holders Change
+39
Holders Change %
+4.17%
% of All Funds
17.25%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
111
Increased
366
Reduced
317
Closed
58
Calls
$35.2M
Puts
$29.1M
Net Calls
+$6.1M
Net Calls Change
-$2.62M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$194M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$176M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$151M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$150M
5
BlackRock
BlackRock
New York
+$135M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$609M
2
A
AustralianSuper
Australia
-$228M
3
JP Morgan Chase
JP Morgan Chase
New York
-$187M
4
NLI
Nippon Life Insurance
Japan
-$168M
5
Bank of America
Bank of America
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
701
RKL Wealth Management
Pennsylvania
$316K – – –
WKWM
702
Walter & Keenan Wealth Management
Indiana
$316K – – –
SWA
703
Sutton Wealth Advisors
Florida
$313K +$1.7K +15 +0.6%
LJHT
704
Laurie J. Hall Trustee
$310K – – –
FHA
705
Flagship Harbor Advisors
Massachusetts
$310K +$114 +1 +0%
SS
706
Simplicity Solutions
Minnesota
$309K +$53.7K +473 +22%
BRM
707
Boston Research & Management
Massachusetts
$306K – – –
CWC
708
Carolinas Wealth Consulting
North Carolina
$301K +$6.25K +55 +2%
AIP
709
ARS Investment Partners
New York
$299K -$25.2K -222 -8%
PCG
710
Private Capital Group
Connecticut
$297K -$909 -8 -0.3%
ONB
711
Old National Bancorp
Indiana
$295K -$187K -1,645 -39%
SCM
712
SOL Capital Management
Maryland
$295K – – –
FAIM
713
Financial Advocates Investment Management
Washington
$295K +$1.93K +17 +0.7%
PAS
714
Park Avenue Securities
New York
$293K +$38.7K +341 +16%
SWA
715
Stratos Wealth Advisors
Ohio
$293K +$285K +2,508 New
SC
716
Savant Capital
Illinois
$291K -$4.66K -41 -2%
DWM
717
Destination Wealth Management
California
$287K +$28.4K +250 +11%
WCM
718
Wallace Capital Management
Texas
$286K – – –
PCM
719
Prelude Capital Management
New York
$286K +$278K +2,447 New
AWM
720
Aberdeen Wealth Management
Illinois
$285K – – –
ACP
721
Arcus Capital Partners
Georgia
$283K +$275K +2,418 New
AHB
722
Abner Herrman & Brock
New Jersey
$279K -$25K -220 -8%
GC
723
Gilbert & Cook
Iowa
$279K – – –
AIA
724
Alera Investment Advisors
Illinois
$278K +$909 +8 +0.3%
T
725
TRUADVICE
Florida
$276K +$92.6K +815 +47%
27 28
29
30 31

MRSH Hedge Fund Activity: Q4 2020 in Review

975 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2020, worth a combined $52.2B — up 2.3% from $51B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MRSH positions and 58 closed out — a net gain of 53 holders — while 366 added to existing stakes and 317 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Macquarie Group, cutting an estimated $609M.

  • 975 institutional investors held Marsh (MRSH) as of Q4 2020, up from 936 in Q3 2020.
  • Funds reported $52.2B of Marsh stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 111 funds opened new Marsh positions in Q4 2020 and 58 closed out, a net change of +53 holders.
  • The largest Marsh buyer in Q4 2020 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Marsh seller in Q4 2020 was Macquarie Group, an estimated $609M sold.

Based on aggregated 13F filings for Q4 2020.