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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$22.8M +$1.04M +5,405 +5%
MAM
227
Martingale Asset Management
Massachusetts
$22.1M -$1.71M -8,833 -7%
BBHC
228
Brown Brothers Harriman & Co
New York
$22M -$1.02M -5,268 -4%
WI
229
Wafra Inc
New York
$21.9M -$25.7M -133,051 -53%
BFO
230
Boston Family Office
Massachusetts
$21.8M +$285K +1,477 +1%
AT
231
AMF Tjänstepension
Sweden
$21.5M
Retirement Systems of Alabama
232
Retirement Systems of Alabama
Alabama
$20.6M -$584K -3,020 -3%
COPPSERS
233
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.5M +$1.67M +8,658 +9%
MIH
234
Meitav Investment House
Israel
$19.9M +$20.3M +105,000 New
WT
235
Washington Trust
Rhode Island
$19.8M -$766K -3,963 -4%
IG
236
ING Group
Netherlands
$19.7M +$20.1M +104,115 +165,262%
DC
237
Davenport & Co
Virginia
$19.7M -$4.93M -25,537 -20%
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
$19.7M +$14.6M +75,387 +264%
CAG
239
Crestwood Advisors Group
Massachusetts
$19.5M -$238K -1,233 -1%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$19.5M +$1.36M +7,052 +7%
ProShare Advisors
241
ProShare Advisors
Maryland
$19.4M -$1.19M -6,154 -6%
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
$19.4M -$4.98M -25,764 -20%
TPSF
243
Texas Permanent School Fund
Texas
$19.3M -$50K -259 -0.3%
SW
244
SVB Wealth
Massachusetts
$19.2M -$5.8M -29,992 -23%
ACIM
245
Azimuth Capital Investment Management
Michigan
$18.9M +$68.6K +355 +0.4%
II
246
IFM Investors
Australia
$18.5M -$151K -779 -0.8%
MAMU
247
Marathon Asset Management (UK)
United Kingdom
$18.4M -$1.21M -6,268 -6%
M&T Bank
248
M&T Bank
New York
$18.1M -$1.22M -6,307 -6%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$18M -$1.85M -9,556 -9%
PI
250
PGGM Investments
Netherlands
$18M +$402K +2,079 +2%