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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
VIM
976
Veritas Investment Management
United Kingdom
– -$72M -627,650 Closed
Westfield Capital Management
977
Westfield Capital Management
Massachusetts
– -$64.9M -565,558 Closed
Tudor Investment Corp
978
Tudor Investment Corp
Connecticut
– -$2.44M -21,262 Closed
SM
979
Sciencast Management
New Jersey
– -$2.18M -18,650 Closed
DRS
980
Deane Retirement Strategies
Louisiana
– -$1.73M -15,047 Closed
HI
981
Horizon Investments
North Carolina
– -$1.53M -13,421 Closed
Wolverine Trading
982
Wolverine Trading
Illinois
– -$1.42M -12,415 Closed
VF
983
Virtu Financial
New York
– -$1.33M -11,575 Closed
OTPPB
984
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.15M -9,992 Closed
BCM
985
Bayesian Capital Management
New York
– -$1.14M -9,900 Closed
AWA
986
Arete Wealth Advisors
Illinois
– -$1.08M -9,421 Closed
QC
987
Quadrature Capital
United Kingdom
– -$1.08M -9,400 Closed
PAM
988
Paradigm Asset Management
New York
– -$1.07M -9,320 Closed
MFS
989
Mirabella Financial Services
United Kingdom
– -$1.01M -8,798 Closed
TC
990
Toews Corporation
New Jersey
– -$986K -8,600 Closed
FC
991
FORA Capital
Florida
– -$960K -8,371 Closed
RCM
992
RNC Capital Management
California
– -$951K -8,294 Closed
HF
993
HRT Financial
New York
– -$747K -6,517 Closed
TSS
994
Two Sigma Securities
New York
– -$677K -5,959 Closed
Verition Fund Management
995
Verition Fund Management
Connecticut
– -$605K -5,272 Closed
IC
996
IEQ Capital
California
– -$583K -5,089 Closed
LOAMS
997
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$557K -4,854 Closed
AI
998
Atom Investors
Texas
– -$519K -4,527 Closed
LOAME
999
Lombard Odier Asset Management (Europe)
United Kingdom
– -$512K -4,460 Closed
AAS
1000
Avantax Advisory Services
Texas
– -$492K -4,281 Closed
38 39
40
41 42

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.