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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
SC
276
Scotia Capital
Ontario, Canada
$14.6M +$591K +3,058 +4%
NYLIM
277
New York Life Investment Management
New York
$14.6M +$64.2K +332 +0.4%
TRCT
278
Tower Research Capital (TRC)
New York
$14.3M +$9.85M +50,987 +210%
SWM
279
Segment Wealth Management
Texas
$14.2M +$382K +1,977 +3%
Cerity Partners
280
Cerity Partners
New York
$14.2M +$8.37M +43,329 +136%
CRC
281
Curi RMB Capital
Illinois
$14.2M -$470K -2,432 -3%
SBH
282
Segall Bryant & Hamill
Illinois
$14M -$38.8M -200,949 -73%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$13.9M -$443K -2,290 -3%
YCM
284
Yousif Capital Management
Michigan
$13.8M -$574K -2,973 -4%
NPT
285
Nixon Peabody Trust
Massachusetts
$13.7M +$13.9M +72,183 New
JA
286
JLB & Associates
Michigan
$13.3M -$264K -1,365 -2%
APF
287
Alaska Permanent Fund
Alaska
$13.2M -$249K -1,291 -2%
AIM
288
Achmea Investment Management
Netherlands
$12.7M -$1.26M -6,542 -9%
ACM
289
Aquatic Capital Management
Illinois
$12.7M +$13M +67,200 New
FBB
290
Fulton Breakefield Broenniman
Maryland
$12.6M +$233K +1,207 +2%
MOACM
291
Mutual of America Capital Management
New York
$12.5M -$607K -3,141 -5%
WCF
292
West Coast Financial
California
$12.4M +$1.21M +6,276 +11%
BAAM
293
Baker Avenue Asset Management
California
$12.4M +$523K +2,706 +4%
TWC
294
TD Waterhouse Canada
Ontario, Canada
$12.3M +$736K +3,811 +7%
LCS
295
Levin Capital Strategies
New York
$12.2M
SOADOR
296
State of Alaska Department of Revenue
Alaska
$12.2M -$1.04M -5,380 -8%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$12.1M +$393K +2,033 +3%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$11.9M -$1.65M -8,518 -12%
AI
299
Atria Investments
North Carolina
$11.7M +$412K +2,131 +4%
OAM
300
Oppenheimer Asset Management
New York
$11.5M -$79.2K -410 -0.7%