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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
BBVA
251
Banco Bilbao Vizcaya Argentaria
Spain
$17.9M -$265K -1,372 -1%
UIM
252
USS Investment Management
United Kingdom
$17.9M -$1.71M -8,843 -9%
Bank Julius Baer & Co
253
Bank Julius Baer & Co
Switzerland
$17.7M +$1.23M +6,340 +7%
WPI
254
Walter Public Investments
Canada
$17.7M +$1.55M +8,000 +9%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$17.6M +$1.85M +9,557 +11%
FPCG
256
Fort Pitt Capital Group
Pennsylvania
$17.4M -$88.9K -460 -0.5%
SFA
257
Sequoia Financial Advisors
Ohio
$17.3M +$16.9M +87,256 +2,229%
Squarepoint
258
Squarepoint
New York
$17.2M -$2.02M -10,440 -10%
GF
259
Gabelli Funds
New York
$16.7M -$1.97M -10,200 -10%
TIP
260
Torray Investment Partners
Maryland
$16.5M
WAS
261
Wesleyan Assurance Society
United Kingdom
$16.4M
CNB
262
Czech National Bank
Czech Republic
$16.4M +$3.09K +16 +0%
VanEck Associates
263
VanEck Associates
New York
$16.3M +$692K +3,579 +4%
URS
264
Utah Retirement Systems
Utah
$16.3M +$77.3K +400 +0.5%
AAM
265
Ardevora Asset Management
United Kingdom
$16.2M -$14.8M -76,527 -47%
OPCM
266
Osborne Partners Capital Management
California
$15.9M -$138K -712 -0.8%
NEI
267
Northwest & Ethical Investments
Ontario, Canada
$15.5M -$98.5K -510 -0.6%
CIC
268
Carnegie Investment Counsel
Ohio
$15.5M +$198K +1,024 +1%
Creative Planning
269
Creative Planning
Kansas
$15.1M -$2.03M -10,528 -12%
TAF
270
Tredje AP-fonden
Sweden
$15.1M +$522K +2,700 +4%
FMI
271
Factory Mutual Insurance
Massachusetts
$15M
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$15M +$219K +1,133 +1%
AAM
273
Advisors Asset Management
Colorado
$15M -$1.59M -8,213 -9%
IMPI
274
Ilmarinen Mutual Pension Insurance
Finland
$14.8M +$6.28M +32,500 +71%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.6M -$7.21M -37,314 -33%