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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
251
M&T Bank
New York
$19.4M -$2.64M -13,766 -12%
CGIM
252
Capital Group Investment Management
Singapore
$19.4M -$6.7M -34,961 -26%
Squarepoint
253
Squarepoint
New York
$19.2M +$8.04M +41,959 +71%
ACIM
254
Azimuth Capital Investment Management
Michigan
$18.9M -$75.3K -393 -0.4%
COPPSERS
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.9M +$2.5M +13,037 +15%
JAM
256
Jupiter Asset Management
United Kingdom
$18.9M +$10.3M +53,558 +118%
II
257
IFM Investors
Australia
$18.7M +$733K +3,822 +4%
GF
258
Gabelli Funds
New York
$18.7M -$9.26M -48,300 -33%
Connor, Clark & Lunn Investment Management (CC&L)
259
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.7M -$32.4M -169,177 -63%
JMPWA
260
JP Morgan Private Wealth Advisors
California
$18.3M -$325K -1,695 -2%
BBVA
261
Banco Bilbao Vizcaya Argentaria
Spain
$18.2M -$187K -976 -1%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$18.2M +$958K +5,000 +6%
CWM
263
CIBC World Markets
New York
$17.9M -$8.04M -41,963 -31%
PI
264
PGGM Investments
Netherlands
$17.6M +$7.16M +37,337 +67%
FPCG
265
Fort Pitt Capital Group
Pennsylvania
$17.6M -$522K -2,721 -3%
BAMF
266
BI Asset Management Fondsmaeglerselskab
Denmark
$17.3M +$4.59M +23,954 +36%
Creative Planning
267
Creative Planning
Kansas
$17.2M +$1.79M +9,359 +12%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$16.6M +$1.1M +5,723 +7%
AAM
269
Advisors Asset Management
Colorado
$16.6M -$1.99M -10,408 -11%
MAM
270
Mastrapasqua Asset Management
Tennessee
$16.6M -$110K -572 -0.7%
TIP
271
Torray Investment Partners
Maryland
$16.6M
WAS
272
Wesleyan Assurance Society
United Kingdom
$16.4M
CNB
273
Czech National Bank
Czech Republic
$16.4M +$5.32M +27,783 +47%
WPI
274
Walter Public Investments
Canada
$16.3M -$78.6K -410 -0.5%
URS
275
Utah Retirement Systems
Utah
$16.3M +$95.8K +500 +0.6%