Marsh
MRSH
936 hedge funds and large institutions have $51B invested in Marsh in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 324 increasing their positions, 334 reducing their positions, and 58 closing their positions.
62% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 58
18% more call options, than puts
Call options by funds: $58.2M | Put options by funds: $49.5M
7% more capital invested
Capital invested by funds: $47.9B → $51B (+$3.13B)
3% more funds holding
Funds holding: 910 → 936 (+26)
0.44% more ownership
Funds ownership: 87.44% → 87.88% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
3% less repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 334
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$386M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$170M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$103M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.8M |
| 5 |
Morgan Stanley
New York
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$464M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$144M |
| 3 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$131M |
| 4 |
JP Morgan Chase
New York
|
-$93.6M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$92.1M |
MRSH Hedge Fund Activity: Q3 2020 in Review
936 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2020, worth a combined $51B — up 6.5% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MRSH positions and 58 closed out — a net gain of 36 holders — while 324 added to existing stakes and 334 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $386M. The largest seller was T. Rowe Price Associates, cutting an estimated $464M.
- 936 institutional investors held Marsh (MRSH) as of Q3 2020, up from 910 in Q2 2020.
- Funds reported $51B of Marsh stock for Q3 2020, up 6.5% quarter-over-quarter.
- 94 funds opened new Marsh positions in Q3 2020 and 58 closed out, a net change of +36 holders.
- The largest Marsh buyer in Q3 2020 was Berkshire Hathaway, an estimated $386M added.
- The largest Marsh seller in Q3 2020 was T. Rowe Price Associates, an estimated $464M sold.
Based on aggregated 13F filings for Q3 2020.