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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
PB
951
Pinnacle Bancorp
Nebraska
$5K – – –
AWG
952
Altus Wealth Group
Colorado
$5K +$4.89K +43 New
JFA
953
JNBA Financial Advisors
Minnesota
$5K +$5.23K +46 New
LWA
954
Lenox Wealth Advisors
New York
$4K -$19.3K -170 -84%
LWANC
955
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
JWM
956
Janiczek Wealth Management
Colorado
$4K +$795 +7 +28%
OAJ
957
Ogorek Anthony Joseph
New York
$3K – – –
AA
958
Ancora Advisors
Ohio
$3K +$2.61K +23 New
HS
959
Horan Securities
United States
$3K +$2.95K +26 New
BSSFA
960
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.07K +27 New
CFB
961
Cullen/Frost Bankers
Texas
$2K -$909 -8 -36%
UFF
962
USA Financial Formulas
Michigan
$2K – – –
LIM
963
Longfellow Investment Management
Massachusetts
$2K +$1.93K +17 New
KFI
964
Key Financial Inc
Pennsylvania
$2K +$2.16K +19 New
SFO
965
Standard Family Office
South Dakota
$2K +$2.39K +21 New
APC
966
Aspire Private Capital
North Carolina
$1K – – –
BWM
967
Baystate Wealth Management
Massachusetts
$1K – – –
CFD
968
Creative Financial Designs
Indiana
$1K – – –
FGAM
969
Financial Gravity Asset Management
Texas
$1K +$682 +6 New
CWP
970
Concord Wealth Partners
Virginia
$1K +$795 +7 New
FI
971
Fosun International
China
$416 +$52.8K +465 +15%
MGIM
972
M&G Investment Management
United Kingdom
$298 -$18.3M -161,427 -98%
TI
973
tru Independence
Oregon
$264 +$91.6K +806 +56%
BIP
974
Blueprint Investment Partners
North Carolina
$219 -$213K -1,873 -100%
A
975
AustralianSuper
Australia
– -$228M -1,988,102 Closed
37 38
39
40 41

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.