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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
MF
851
Manchester Financial
California
$78K – – –
ICP
852
Interchange Capital Partners
Pennsylvania
$78K +$76.5K +673 New
JCM
853
Jacobi Capital Management
Pennsylvania
$71K +$341 +3 +0.5%
RPWA
854
Regent Peak Wealth Advisors
Georgia
$71K +$68.9K +606 New
PA
855
Perennial Advisors
New York
$70K +$67.8K +597 New
PI
856
PineBridge Investments
New York
$67K +$26.5K +233 +68%
VFA
857
Valeo Financial Advisors
Indiana
$63K -$2.27K -20 -4%
First Manhattan
858
First Manhattan
New York
$62K – – –
CCA
859
Column Capital Advisors
Indiana
$60K -$17.7K -156 -23%
PCTC
860
Perkins Coie Trust Company
Washington
$60K – – –
KIG
861
Kessler Investment Group
Indiana
$60K +$58.4K +514 New
PFBT
862
Parkside Financial Bank & Trust
Missouri
$59K +$3.07K +27 +6%
PAI
863
Pittenger & Anderson Inc
Nebraska
$59K +$56.8K +500 New
ICM
864
Islay Capital Management
Texas
$53K +$11.4K +100 +29%
CCA
865
Childress Capital Advisors
Texas
$53K +$51K +449 New
LC
866
Lindbrook Capital
California
$52K +$2.16K +19 +5%
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$51K +$227 +2 +0.5%
AWM
868
Avior Wealth Management
Nebraska
$51K +$4.32K +38 +9%
NO
869
Ninety One
South Africa
$50K -$10.7K -94 -18%
FBT
870
First Bank & Trust
South Dakota
$50K – – –
CTFG
871
Capstone Triton Financial Group
Oklahoma
$50K +$49K +431 New
GEA
872
Glen Eagle Advisors
New Jersey
$49.7K – – –
FHC
873
First Horizon Corporation
Tennessee
$49K +$17K +150 +56%
EIP
874
Ellis Investment Partners
Pennsylvania
$48K – – –
GAM
875
Gemmer Asset Management
California
$48K – – –
33 34
35
36 37

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.