Marsh
MRSH
1,074 hedge funds and large institutions have $68B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 389 increasing their positions, 349 reducing their positions, and 51 closing their positions.
159% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 51
11% more repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 349
7% more capital invested
Capital invested by funds: $63.7B → $68B (+$4.38B)
7% more funds holding
Funds holding: 1,006 → 1,074 (+68)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
0.33% less ownership
Funds ownership: 89.02% → 88.69% (-0.33%)
5% less call options, than puts
Call options by funds: $116M | Put options by funds: $122M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$409M |
| 2 |
Goldman Sachs
New York
|
+$309M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$307M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$243M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$990M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$220M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$204M |
| 4 |
JP Morgan Chase
New York
|
-$171M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$165M |
MRSH Hedge Fund Activity: Q3 2021 in Review
1,074 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2021, worth a combined $68B — up 6.9% from $63.7B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new MRSH positions and 51 closed out — a net gain of 81 holders — while 389 added to existing stakes and 349 trimmed.
The largest buyer was Longview Partners, adding an estimated $409M. The largest seller was T. Rowe Price Associates, cutting an estimated $990M.
- 1,074 institutional investors held Marsh (MRSH) as of Q3 2021, up from 1,006 in Q2 2021.
- Funds reported $68B of Marsh stock for Q3 2021, up 6.9% quarter-over-quarter.
- 132 funds opened new Marsh positions in Q3 2021 and 51 closed out, a net change of +81 holders.
- The largest Marsh buyer in Q3 2021 was Longview Partners, an estimated $409M added.
- The largest Marsh seller in Q3 2021 was T. Rowe Price Associates, an estimated $990M sold.
Based on aggregated 13F filings for Q3 2021.