Marsh
MRSH
881 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 313 increasing their positions, 330 reducing their positions, and 118 closing their positions.
0.03% more ownership
Funds ownership: 88.61% → 88.65% (+0.03%)
5% less repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 330
5% less funds holding
Funds holding: 924 → 881 (-43)
22% less capital invested
Capital invested by funds: $49.8B → $38.6B (-$11.2B)
27% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 118
33% less funds holding in top 10
Funds holding in top 10: 18 → 12 (-6)
45% less call options, than puts
Call options by funds: $19M | Put options by funds: $34.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$305M |
| 2 |
JP Morgan Chase
New York
|
+$159M |
| 3 |
BlackRock
New York
|
+$132M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$126M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$385M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$303M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$174M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$154M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$127M |
MRSH Hedge Fund Activity: Q1 2020 in Review
881 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2020, worth a combined $38.6B — down 22% from $49.8B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of MRSH and 86 opened new positions — a net loss of 32 holders — while 330 trimmed existing stakes and 313 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $305M. The largest seller was Capital Research Global Investors, cutting an estimated $385M.
- 881 institutional investors held Marsh (MRSH) as of Q1 2020, down from 924 in Q4 2019.
- Funds reported $38.6B of Marsh stock for Q1 2020, down 22% quarter-over-quarter.
- 86 funds opened new Marsh positions in Q1 2020 and 118 closed out, a net change of -32 holders.
- The largest Marsh buyer in Q1 2020 was Massachusetts Financial Services, an estimated $305M added.
- The largest Marsh seller in Q1 2020 was Capital Research Global Investors, an estimated $385M sold.
Based on aggregated 13F filings for Q1 2020.