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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
RTC
876
Riverview Trust Company
Washington
$47K – – –
CCC
877
Crescent Capital Consulting
Louisiana
$47K +$45.4K +400 New
VCM
878
Versant Capital Management
Arizona
$45K – – –
MLFP
879
MPS Loria Financial Planners
Illinois
$45K +$45.1K +397 New
JFGIW
880
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K – – –
GI
881
Gradient Investments
Minnesota
$42K -$11.9K -105 -22%
TFO
882
Tarbox Family Office
California
$42K -$227 -2 -0.6%
SCM
883
Silvant Capital Management
Georgia
$42K – – –
EFSCE
884
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$3.98K -35 -10%
MFA
885
McClarren Financial Advisors
Pennsylvania
$38K +$37.3K +328 New
HWM
886
HighMark Wealth Management
Minnesota
$36K +$114 +1 +0.3%
SLF
887
Sun Life Financial
Ontario, Canada
$35K -$227 -2 -0.7%
TF
888
TimeScale Financial
Massachusetts
$35K +$114 +1 +0.3%
AA
889
Addison Advisors
Vermont
$35K +$33.7K +297 New
DAC
890
Dividend Assets Capital
South Carolina
$35K +$34.1K +300 New
POIA
891
Pin Oak Investment Advisors
Texas
$34K – – –
GLLW
892
Graves Light Lenhart Wealth
Virginia
$34K +$33K +290 New
EWA
893
Evolution Wealth Advisors
Florida
$31K – – –
FHA
894
First Horizon Advisors
Tennessee
$29K -$10.1K -89 -26%
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$2.27K -20 -7%
IAIM
896
International Assets Investment Management
Florida
$29K +$27.8K +245 New
SL
897
Savior LLC
Massachusetts
$27K -$909 -8 -3%
IRC
898
Investors Research Corp
Georgia
$27K – – –
EARNEST Partners
899
EARNEST Partners
Georgia
$26K – – –
ST
900
Sageworth Trust
Pennsylvania
$26K +$24.8K +218 New
34 35
36
37 38

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.