Marsh
MRSH
1,006 hedge funds and large institutions have $63.7B invested in Marsh in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 376 increasing their positions, 326 reducing their positions, and 70 closing their positions.
54% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 70
39% more call options, than puts
Call options by funds: $77.3M | Put options by funds: $55.6M
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
16% more capital invested
Capital invested by funds: $54.7B → $63.7B (+$8.97B)
15% more repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 326
3% more funds holding
Funds holding: 978 → 1,006 (+28)
0.65% more ownership
Funds ownership: 88.37% → 89.02% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$276M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$159M |
| 3 |
SIG
Senator Investment Group
New York
|
+$113M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$66.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$200M |
| 2 |
BlackRock
New York
|
-$169M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$152M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$146M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$81.4M |
MRSH Hedge Fund Activity: Q2 2021 in Review
1,006 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2021, worth a combined $63.7B — up 16% from $54.7B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new MRSH positions and 70 closed out — a net gain of 38 holders — while 376 added to existing stakes and 326 trimmed.
The largest buyer was Longview Partners, opening a new position worth an estimated $276M. The largest seller was Findlay Park Partners, cutting an estimated $200M.
- 1,006 institutional investors held Marsh (MRSH) as of Q2 2021, up from 978 in Q1 2021.
- Funds reported $63.7B of Marsh stock for Q2 2021, up 16% quarter-over-quarter.
- 108 funds opened new Marsh positions in Q2 2021 and 70 closed out, a net change of +38 holders.
- The largest Marsh buyer in Q2 2021 was Longview Partners, an estimated $276M added.
- The largest Marsh seller in Q2 2021 was Findlay Park Partners, an estimated $200M sold.
Based on aggregated 13F filings for Q2 2021.