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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
HFM
801
Harvest Fund Management
China
$196K -$81.5K -717 -30%
KC
802
Kinloch Capital
Virginia
$196K +$190K +1,672 New
SWA
803
SOA Wealth Advisors
New York
$195K +$197K +1,738 New
PWM
804
Perigon Wealth Management
California
$189K +$183K +1,613 New
RIM
805
Rockbridge Investment Management
New York
$180K – – –
MCM
806
Manchester Capital Management
Vermont
$174K -$568 -5 -0.3%
M
807
Mirova
France
$160K +$156K +1,371 New
FMII
808
Farmers & Merchants Investments Inc
Nebraska
$150K – – –
CTC
809
Central Trust Company
Missouri
$148K -$154K -1,351 -52%
TF
810
Tompkins Financial
New York
$148K -$19.2K -169 -12%
SSB
811
Sandy Spring Bank
Maryland
$143K -$60.9K -536 -31%
SBSB
812
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$1.48K +13 +1%
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$139K -$11.5K -101 -8%
Jones Financial Companies
814
Jones Financial Companies
Missouri
$133K +$129K +1,136 New
NC
815
Nicholas Company
Wisconsin
$129K -$11.4K -100 -8%
HIA
816
Harbor Investment Advisory
Maryland
$126K -$13.9K -122 -10%
CWM
817
Curi Wealth Management
North Carolina
$126K +$123K +1,084 New
PCM
818
Penserra Capital Management
California
$125K -$55K -484 -31%
GC
819
Garde Capital
Washington
$125K +$122K +1,070 New
BWL
820
Bogart Wealth LLC
Virginia
$122K -$58.6K -516 -33%
BCA
821
Berman Capital Advisors
Georgia
$122K +$30.3K +267 +34%
ASBI
822
American State Bank (Iowa)
Iowa
$121K +$118K +1,035 New
MIM
823
Merrion Investment Management
New Jersey
$121K +$117K +1,031 New
EP
824
Eudaimonia Partners
Tennessee
$116K -$2.84K -25 -2%
PMFA
825
Plante Moran Financial Advisors
Michigan
$116K +$2.61K +23 +2%
31 32
33
34 35

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.