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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
251
Azimuth Capital Investment Management
Michigan
$18.8M +$1.12M +6,335 +7%
X
252
Xponance
Pennsylvania
$18.8M -$714K -4,021 -4%
JMPWA
253
JP Morgan Private Wealth Advisors
California
$18.4M -$4.69M -26,413 -21%
AAM
254
Advisors Asset Management
Colorado
$18.4M -$1.38M -7,759 -7%
BBVA
255
Banco Bilbao Vizcaya Argentaria
Spain
$18.2M -$547K -3,080 -3%
Jane Street
256
Jane Street
New York
$18.1M +$3.99M +22,495 +31%
FPCG
257
Fort Pitt Capital Group
Pennsylvania
$17.9M -$2.15M -12,124 -11%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$17.9M -$31M -174,516 -65%
II
259
IFM Investors
Australia
$17.8M +$929K +5,236 +6%
SAM
260
Sawgrass Asset Management
Florida
$17.1M -$841K -4,741 -5%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$17M +$717K +4,040 +5%
MAM
262
Mastrapasqua Asset Management
Tennessee
$16.5M -$180K -1,013 -1%
TIP
263
Torray Investment Partners
Maryland
$16.4M
WAS
264
Wesleyan Assurance Society
United Kingdom
$16.3M
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.2M +$420K +2,366 +3%
OPCM
266
Osborne Partners Capital Management
California
$16.2M -$51.6K -291 -0.3%
WPI
267
Walter Public Investments
Canada
$16.2M +$1.95M +10,983 +15%
URS
268
Utah Retirement Systems
Utah
$16M -$586K -3,300 -4%
NEI
269
Northwest & Ethical Investments
Ontario, Canada
$16M +$1.89M +10,628 +14%
SSA
270
Schonfeld Strategic Advisors
New York
$15.9M -$2.37M -13,368 -14%
Osaic Holdings
271
Osaic Holdings
Arizona
$15.8M -$537K -3,028 -3%
Bank Julius Baer & Co
272
Bank Julius Baer & Co
Switzerland
$15.3M +$1.6M +9,029 +12%
Creative Planning
273
Creative Planning
Kansas
$15.2M +$793K +4,471 +6%
Public Employees Retirement Association of Colorado
274
Public Employees Retirement Association of Colorado
Colorado
$15.1M -$204K -1,152 -1%
VanEck Associates
275
VanEck Associates
New York
$15M +$705K +3,975 +5%