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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
QI
1001
Qtron Investments
Massachusetts
– -$461K -4,017 Closed
XM
1002
XTX Markets
New York
– -$447K -3,895 Closed
CC
1003
Chicago Capital
Illinois
– -$367K -3,200 Closed
OL
1004
Optas LLC
Texas
– -$303K -2,636 Closed
QT
1005
Quantamental Technologies
New York
– -$266K -2,315 Closed
ER
1006
Enlightenment Research
Florida
– -$241K -2,100 Closed
CT
1007
Cambridge Trust
Massachusetts
– -$230K -2,004 Closed
FA
1008
Faithward Advisors
Pennsylvania
– -$225K -1,958 Closed
WWM
1009
Windsor Wealth Management
Indiana
– -$207K -1,864 Closed
CC
1010
Centiva Capital
New York
– -$212K -1,845 Closed
KLWA
1011
Kelly Lawrence W & Associates
California
– -$138K -1,200 Closed
NNP
1012
Nachman Norwood & Parrott
South Carolina
– -$121K -1,058 Closed
PFWA
1013
Paces Ferry Wealth Advisors
Georgia
– -$97K -845 Closed
RIM
1014
Rampart Investment Management
Connecticut
– -$80K -698 Closed
PFS
1015
Prospera Financial Services
Texas
– -$77K -668 Closed
SC
1016
Solstein Capital
California
– -$42K -368 Closed
FFA
1017
Founders Financial Alliance
North Carolina
– -$37K -323 Closed
AW
1018
Alpha Windward
Massachusetts
– -$32K -277 Closed
Twin Tree Management
1019
Twin Tree Management
Texas
– -$30K -264 Closed
CHAM
1020
Clear Harbor Asset Management
Connecticut
– -$21.3K -186 Closed
AA
1021
AlphaMark Advisors
Kentucky
– -$19K -170 Closed
FAM
1022
Fred Alger Management
New York
– -$19K -168 Closed
CG
1023
Cutler Group
California
– -$13K -114 Closed
BAM
1024
Bellevue Asset Management
Washington
– -$12K -106 Closed
RA
1025
Rational Advisors
New York
– -$8K -73 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.