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MRSH

Marsh

977 hedge funds and large institutions have $54.7B invested in Marsh in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 370 increasing their positions, 339 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

9% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 339

5% more capital invested

Capital invested by funds: $52.2B → $54.7B (+$2.49B)

0.87% more ownership

Funds ownership: 87.63%88.51% (+0.87%)

0% more funds holding

Funds holding: 975977 (+2)

4% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $41.5M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
977
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.16%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
370
Reduced
339
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.07B -$46.8M -406,276 -1%
BlackRock
2
BlackRock
New York
$4.98B -$40.5M -351,891 -0.9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.15B +$115M +1,002,874 +3%
State Street
4
State Street
Massachusetts
$2.82B +$98.5M +855,434 +4%
Capital International Investors
5
Capital International Investors
California
$2.66B +$4.7M +40,800 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.4B +$96.8M +840,699 +4%
Capital World Investors
7
Capital World Investors
California
$2B +$1.57M +13,626 +0.1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.96B -$11.7M -101,989 -0.6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.21B -$287M -2,492,712 -20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.03B +$14.1M +122,029 +1%
Bank of America
11
Bank of America
North Carolina
$892M +$58.1M +504,520 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$842M +$34.7M +301,503 +5%
Ameriprise
13
Ameriprise
Minnesota
$794M +$84M +729,806 +13%
Primecap Management
14
Primecap Management
California
$782M -$33.1M -287,800 -4%
Northern Trust
15
Northern Trust
Illinois
$780M -$15.8M -136,956 -2%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$758M +$30.2M +262,330 +4%
UBS AM
17
UBS AM
Illinois
$750M +$17.1M +148,671 +2%
N
18
Nuveen
North Carolina
$686M +$34.5M +299,749 +6%
Berkshire Hathaway
19
Berkshire Hathaway
Nebraska
$644M +$117M +1,019,701 +24%
Artisan Partners
20
Artisan Partners
Wisconsin
$610M -$3.28M -28,513 -0.6%
UBS Group
21
UBS Group
Switzerland
$557M -$42.5M -369,096 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$485M +$5.07M +44,058 +1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$477M -$19.8M -171,710 -4%
American Century Companies
24
American Century Companies
Missouri
$448M -$22.5M -195,484 -5%
FPP
25
Findlay Park Partners
United Kingdom
$439M +$26.1M +226,779 +7%