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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
276
Virginia Retirement Systems
Virginia
$13.1M -$474K -2,900 -4%
TC
277
TwinBeech Capital
New York
$13M -$11.6M -70,715 -47%
JA
278
JLB & Associates
Michigan
$13M -$564K -3,449 -4%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$12.7M +$2.35M +14,387 +23%
SOADOR
280
State of Alaska Department of Revenue
Alaska
$12.6M +$44.6K +273 +0.4%
Creative Planning
281
Creative Planning
Kansas
$12.4M +$245K +1,499 +2%
SWM
282
Segment Wealth Management
Texas
$12.1M +$242K +1,480 +2%
VanEck Associates
283
VanEck Associates
New York
$12M +$493K +3,012 +4%
NEI
284
Northwest & Ethical Investments
Ontario, Canada
$11.9M +$2.52M +15,433 +27%
MOACM
285
Mutual of America Capital Management
New York
$11.7M +$289K +1,769 +3%
TPSF
286
Texas Permanent School Fund
Texas
$11.7M +$28.5K +174 +0.2%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$11.6M +$7.26M +44,419 +171%
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$11.6M +$847K +5,178 +8%
TCA
289
Teewinot Capital Advisers
New York
$11.3M -$10.2M -62,086 -48%
CS
290
Candriam SCA
Luxembourg
$11M -$12.7M -77,419 -54%
Cerity Partners
291
Cerity Partners
New York
$11M +$1.16M +7,075 +12%
LCS
292
Levin Capital Strategies
New York
$10.8M
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$10.6M +$10.3M +63,015 +6,202%
BAMF
294
BI Asset Management Fondsmaeglerselskab
Denmark
$10.4M -$2.82M -17,245 -22%
FAB
295
First American Bank
Illinois
$10.4M +$172K +1,053 +2%
Wealthfront Advisers
296
Wealthfront Advisers
California
$10.2M +$434K +2,655 +5%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$10.1M +$27.3K +167 +0.3%
CVSCT
298
C.V. Starr & Co Trust
New York
$9.93M
OAM
299
Oppenheimer Asset Management
New York
$9.88M +$992K +6,064 +11%
Brown Advisory
300
Brown Advisory
Maryland
$9.79M +$300K +1,834 +3%