Marsh
MRSH
978 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, 369 increasing their positions, 340 reducing their positions, and 86 closing their positions.
12% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 86
5% more capital invested
Capital invested by funds: $51.9B → $54.7B (+$2.78B)
9% more call options, than puts
Call options by funds: $47M | Put options by funds: $43.2M
9% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 340
0.84% more ownership
Funds ownership: 87.53% → 88.37% (+0.84%)
0% more funds holding
Funds holding: 976 → 978 (+2)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$204M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$117M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$115M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$109M |
| 5 |
State Street
Boston,
Massachusetts
|
+$98.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$287M |
| 2 |
Janus Henderson Group
London,
|
-$139M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$108M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$62.3M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$49.1M |
MRSH Hedge Fund Activity: Q1 2021 in Review
978 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2021, worth a combined $54.7B — up 5.3% from $51.9B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new MRSH positions and 86 closed out — a net gain of 10 holders — while 369 added to existing stakes and 340 trimmed.
The largest buyer was Stifel Financial, adding an estimated $204M. The largest seller was Fidelity Investments, cutting an estimated $287M.
- 978 institutional investors held Marsh (MRSH) as of Q1 2021, up from 976 in Q4 2020.
- Funds reported $54.7B of Marsh stock for Q1 2021, up 5.3% quarter-over-quarter.
- 96 funds opened new Marsh positions in Q1 2021 and 86 closed out, a net change of +10 holders.
- The largest Marsh buyer in Q1 2021 was Stifel Financial, an estimated $204M added.
- The largest Marsh seller in Q1 2021 was Fidelity Investments, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2021.