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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WPI
276
Walter Public Investments
Canada
$12.5M +$12.5M +75,011 New
NEI
277
Northwest & Ethical Investments
Ontario, Canada
$12.4M +$340K +2,040 +3%
First Trust Advisors
278
First Trust Advisors
Illinois
$12.3M -$6.34M -38,072 -34%
SWM
279
Segment Wealth Management
Texas
$12.3M +$78K +468 +0.6%
Cerity Partners
280
Cerity Partners
New York
$12.3M +$685K +4,110 +6%
Jane Street
281
Jane Street
New York
$12.3M +$4.45M +26,697 +57%
Two Sigma Advisers
282
Two Sigma Advisers
New York
$12.1M +$9.96M +59,800 +464%
Bank Julius Baer & Co
283
Bank Julius Baer & Co
Switzerland
$12.1M +$415K +2,494 +4%
MOACM
284
Mutual of America Capital Management
New York
$11.8M -$4.5K -27 -0%
EI
285
Ethic Inc
New York
$11.6M +$1.83M +10,974 +19%
SC
286
Scotia Capital
Ontario, Canada
$11.5M +$2.08M +12,488 +22%
TCA
287
Teewinot Capital Advisers
New York
$11.5M +$115K +688 +1%
BAAM
288
Baker Avenue Asset Management
California
$11.4M -$3.14M -18,861 -22%
TAF
289
Tredje AP-fonden
Sweden
$11.4M +$6.15M +36,928 +117%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$11.2M -$2.85M -17,131 -27%
GIBU
291
Gulf International Bank (UK)
United Kingdom
$10.9M -$2.84M -17,032 -21%
LCS
292
Levin Capital Strategies
New York
$10.8M -$29.2K -175 -0.3%
PFMOSF
293
Philadelphia Financial Management of San Francisco
California
$10.8M +$10.8M +64,657 New
OAM
294
Oppenheimer Asset Management
New York
$10.6M +$661K +3,968 +7%
FBB
295
Fulton Breakefield Broenniman
Maryland
$10.4M +$9.93M +59,589 +2,012%
FAB
296
First American Bank
Illinois
$10.3M -$155K -931 -1%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$10.2M +$372K +2,233 +4%
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$10.1M -$352K -2,111 -3%
AI
299
Atria Investments
North Carolina
$10M +$607K +3,643 +6%
CVSCT
300
C.V. Starr & Co Trust
New York
$9.99M