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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
IWM
776
IHT Wealth Management
Illinois
$226K +$4.32K +38 +2%
PLFAM
777
Pineno Levin & Ford Asset Management
Virginia
$225K – – –
AF
778
Advisornet Financial
Minnesota
$225K +$68.3K +601 +45%
MCM
779
Marathon Capital Management
Maryland
$223K – – –
ABC
780
Associated Banc-Corp
Wisconsin
$222K – – –
CFG
781
CKW Financial Group
Hawaii
$222K – – –
OAM
782
Optimal Asset Management
California
$222K – – –
PCM
783
Parsons Capital Management
Rhode Island
$222K – – –
MC
784
Maverick Capital
Texas
$222K +$216K +1,901 New
APW
785
Acima Private Wealth
Virginia
$220K – – –
KCM
786
Kanawha Capital Management
Virginia
$220K +$341 +3 +0.2%
BSW
787
Buckingham Strategic Wealth
Missouri
$219K +$212K +1,870 New
FI
788
FormulaFolio Investments
Michigan
$217K +$210K +1,852 New
RMC
789
Resources Management Corp
Connecticut
$216K – – –
SPC
790
Sigma Planning Corp
Michigan
$216K +$1.25K +11 +0.6%
ZB
791
Zions Bancorporation
Utah
$216K +$173K +1,520 +465%
MCM
792
MAI Capital Management
Ohio
$216K +$210K +1,850 New
MFG
793
Magnus Financial Group
New York
$215K +$209K +1,840 New
AC
794
Abbrea Capital
California
$213K +$1.93K +17 +0.9%
LGWM
795
Litman Gregory Wealth Management
California
$211K – – –
CA
796
Clearstead Advisors
Ohio
$208K +$16K +141 +9%
ALAM
797
Asahi Life Asset Management
Japan
$205K +$199K +1,750 New
T
798
TOBAM
France
$203K – – –
NAG
799
Northstar Advisory Group
New Jersey
$203K +$197K +1,736 New
CCP
800
Clarkston Capital Partners
Michigan
$202K +$196K +1,725 New
30 31
32
33 34

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.