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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
TFIPS
901
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.4K +$22.7K +200 New
CTB
902
Country Trust Bank
Illinois
$23K – – –
PWMG
903
Prestige Wealth Management Group
New Jersey
$22K -$12.6K -111 -38%
NFG
904
Next Financial Group
Texas
$22K +$11.7K +103 +127%
VCG
905
Vantage Consulting Group
Virginia
$22K +$20.9K +184 New
AIG
906
American International Group
New York
$21.4K -$402K -3,540 -2%
SSC
907
Syverson Strege & Co
Iowa
$21K +$20.2K +178 New
AF
908
Allworth Financial
California
$19K – – –
HDIM
909
Hanson & Doremus Investment Management
Vermont
$19K – – –
TFM
910
TFC Financial Management
Massachusetts
$19K – – –
SIM
911
Sonora Investment Management
Arizona
$19K +$1.25K +11 +7%
CFGS
912
Concourse Financial Group Securities
Alabama
$17K +$7.5K +66 +81%
OC
913
Oakworth Capital
Alabama
$16K – – –
TCOV
914
Trust Company of Vermont
Vermont
$16K – – –
EW
915
Evoke Wealth
California
$15K +$114 +1 +0.8%
SIA
916
SkyView Investment Advisors
New Jersey
$15K +$14.4K +127 New
CQS
917
Credential Qtrade Securities
$14.2K – – –
AIL
918
AGF Investments LLC
Ontario, Canada
$14K -$8.52K -75 -38%
KPCM
919
Kings Point Capital Management
New York
$13K – – –
MHR
920
Matthew Hamilton Rosenberg
$13K – – –
MRCM
921
M&R Capital Management
New Jersey
$13K – – –
NFSG
922
Newbridge Financial Services Group
Florida
$13K – – –
FFC
923
First Financial Corp
Indiana
$12K – – –
HF
924
Halpern Financial
Virginia
$11.7K – – –
SCA
925
Stuart Chaussee & Associates
California
$11K – – –
35 36
37
38 39

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.