Marsh
MRSH
924 hedge funds and large institutions have $49.8B invested in Marsh in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 280 increasing their positions, 319 reducing their positions, and 44 closing their positions.
234% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 44
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
24% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $21.6M
12% more capital invested
Capital invested by funds: $44.5B → $49.8B (+$5.32B)
11% more funds holding
Funds holding: 835 → 924 (+89)
0.77% more ownership
Funds ownership: 87.84% → 88.61% (+0.77%)
12% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 319
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$439M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$174M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$87.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.6M |
| 5 |
Morgan Stanley
New York
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$132M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$122M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$89.3M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$81.3M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$68.5M |
MRSH Hedge Fund Activity: Q4 2019 in Review
924 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2019, worth a combined $49.8B — up 12% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new MRSH positions and 44 closed out — a net gain of 103 holders — while 280 added to existing stakes and 319 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $439M. The largest seller was Wellington Management Group, cutting an estimated $132M.
- 924 institutional investors held Marsh (MRSH) as of Q4 2019, up from 835 in Q3 2019.
- Funds reported $49.8B of Marsh stock for Q4 2019, up 12% quarter-over-quarter.
- 147 funds opened new Marsh positions in Q4 2019 and 44 closed out, a net change of +103 holders.
- The largest Marsh buyer in Q4 2019 was Massachusetts Financial Services, an estimated $439M added.
- The largest Marsh seller in Q4 2019 was Wellington Management Group, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2019.