We are live on ! Find out more
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
OPCM
276
Osborne Partners Capital Management
California
$16.1M -$250K -1,307 -2%
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$15.9M +$1.76M +9,209 +12%
NEI
278
Northwest & Ethical Investments
Ontario, Canada
$15.7M -$452K -2,358 -3%
VanEck Associates
279
VanEck Associates
New York
$15.7M +$480K +2,504 +3%
CIC
280
Carnegie Investment Counsel
Ohio
$15.4M +$2.23M +11,615 +17%
FMI
281
Factory Mutual Insurance
Massachusetts
$15.1M
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$14.9M +$412K +2,150 +3%
CRC
283
Curi RMB Capital
Illinois
$14.7M +$293K +1,531 +2%
TAF
284
Tredje AP-fonden
Sweden
$14.6M +$706K +3,684 +5%
NYLIM
285
New York Life Investment Management
New York
$14.6M -$121K -629 -0.8%
Two Sigma Advisers
286
Two Sigma Advisers
New York
$14.6M +$2.99M +15,600 +26%
YCM
287
Yousif Capital Management
Michigan
$14.4M -$508K -2,650 -3%
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$14.4M -$876K -4,570 -6%
SC
289
Scotia Capital
Ontario, Canada
$14.1M -$444K -2,316 -3%
AIM
290
Achmea Investment Management
Netherlands
$14M +$1.06M +5,517 +8%
SWM
291
Segment Wealth Management
Texas
$13.9M +$167K +872 +1%
SAM
292
Sawgrass Asset Management
Florida
$13.9M -$3.46M -18,055 -20%
CSS
293
Cubist Systematic Strategies
Connecticut
$13.8M +$13.9M +72,313 New
JA
294
JLB & Associates
Michigan
$13.6M -$1.51M -7,862 -10%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$13.6M +$2.63M +13,711 +24%
APF
296
Alaska Permanent Fund
Alaska
$13.5M -$485K -2,528 -3%
DCM
297
Dupont Capital Management
Delaware
$13.4M +$8.01M +41,799 +146%
Alyeska Investment Group
298
Alyeska Investment Group
Illinois
$13.4M -$22.4M -116,659 -62%
SOADOR
299
State of Alaska Department of Revenue
Alaska
$13.3M -$484K -2,525 -3%
MOACM
300
Mutual of America Capital Management
New York
$13.2M -$391K -2,038 -3%