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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
CS
751
Comerica Securities
Michigan
$243K +$8.75K +77 +4%
BOTW
752
Bank of the West
California
$242K -$26.7K -235 -10%
KPW
753
Kore Private Wealth
New York
$239K +$232K +2,042 New
CWP
754
Curated Wealth Partners
California
$238K +$231K +2,031 New
PRC
755
Pearl River Capital
Michigan
$237K -$284K -2,496 -55%
IC
756
Inscription Capital
Texas
$237K -$223K -1,960 -49%
IA
757
IFP Advisors
Florida
$237K -$4.89K -43 -2%
WCWM
758
Willow Creek Wealth Management
California
$237K – – –
PA
759
Procyon Advisors
Connecticut
$236K -$10.9K -96 -5%
FF
760
FourThought Financial
Florida
$236K +$230K +2,020 New
Fisher Asset Management
761
Fisher Asset Management
Washington
$235K -$37.8K -333 -14%
HAIM
762
Hunter Associates Investment Management
Pennsylvania
$234K – – –
SCI
763
S&CO Inc
Massachusetts
$234K – – –
S
764
Surevest
California
$234K – – –
FIM
765
Freedom Investment Management
Connecticut
$232K -$17.6K -155 -7%
IEFM
766
IQ EQ Fund Management
Ireland
$232K – – –
NB
767
Nicolet Bankshares
Wisconsin
$232K – – –
CAN
768
Cetera Advisor Networks
California
$232K +$12K +106 +6%
TI
769
Tidal Investments
Wisconsin
$231K +$224K +1,972 New
ACA
770
Atlas Capital Advisors
Wyoming
$231K – – –
BDWM
771
Brewin Dolphin Wealth Management
Ireland
$229K -$11.4K -100 -5%
KCM
772
Kathmere Capital Management
Pennsylvania
$229K – – –
MPPW
773
Mitchell & Pahl Private Wealth
Oklahoma
$229K +$223K +1,960 New
FMWA
774
Forvis Mazars Wealth Advisors
Missouri
$227K +$7.04K +62 +3%
CFA
775
Carroll Financial Associates
North Carolina
$226K +$114 +1 +0.1%
29 30
31
32 33

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.