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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
NIM
826
NuWave Investment Management
New Jersey
$115K -$139K -1,225 -55%
DWA
827
Dougherty Wealth Advisers
Minnesota
$115K – – –
CCM
828
Covington Capital Management
California
$113K – – –
MA
829
MUFG Americas
New York
$113K +$1.7K +15 +2%
BWM
830
BerganKDV Wealth Management
Minnesota
$111K +$36.4K +320 +51%
BFC
831
Bedel Financial Consulting
Indiana
$109K – – –
HCP
832
Hexagon Capital Partners
Arkansas
$105K – – –
GWM
833
Geneos Wealth Management
Colorado
$104K +$91.9K +809 +178%
EI
834
Ellevest Inc
New York
$103K +$1.93K +17 +2%
FP
835
Fiduciary Planning
Florida
$101K +$454 +4 +0.5%
RWA
836
Ropes Wealth Advisors
Massachusetts
$101K +$454 +4 +0.5%
AS
837
Altshuler Shaham
Israel
$98K +$94.8K +834 New
SNT
838
Security National Trust
West Virginia
$96K – – –
KFS
839
Kelly Financial Services
Massachusetts
$95.4K – – –
WB
840
Webster Bank
Connecticut
$93K -$6.02K -53 -6%
PFO
841
Pathstone Family Office
New Jersey
$92K +$89.3K +786 New
VAIA
842
Virtus Alternative Investment Advisers
Connecticut
$90K – – –
CFN
843
Cordasco Financial Network
Florida
$89K – – –
SFSIG
844
San Francisco Sentry Investment Group
California
$88K – – –
VC
845
Vestor Capital
Illinois
$88K – – –
TAIM
846
TD Ameritrade Investment Management
Nebraska
$86K +$454 +4 +0.5%
APWM
847
Atlas Private Wealth Management
New York
$82K +$2.16K +19 +3%
MAM
848
Magellan Asset Management
Australia
$82K +$61.5K +541 +340%
PCH
849
PGIM Custom Harvest
New Jersey
$82K +$82.5K +726 New
TFGT
850
TS Financial Group (TSFG)
Illinois
$80K – – –
32 33
34
35 36

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.