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MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
276
Private Capital Advisors
Connecticut
$17.9M -$614K -2,990 -3%
OPCM
277
Osborne Partners Capital Management
California
$17.8M +$290K +1,412 +2%
Public Sector Pension Investment Board (PSP Investments)
278
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.6M +$1.23M +5,982 +8%
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$17.5M +$520K +2,531 +3%
BS
280
Banco Santander
Spain
$17.1M +$3.19M +15,550 +24%
URS
281
Utah Retirement Systems
Utah
$17.1M -$945K -4,600 -5%
FPCG
282
Fort Pitt Capital Group
Pennsylvania
$16.8M -$798K -3,884 -5%
SC
283
Scotia Capital
Ontario, Canada
$16.7M +$484K +2,356 +3%
FMI
284
Factory Mutual Insurance
Massachusetts
$16.7M
TWC
285
TD Waterhouse Canada
Ontario, Canada
$16.7M +$2.37M +11,513 +17%
SWM
286
Segment Wealth Management
Texas
$16.6M +$175K +851 +1%
NEI
287
Northwest & Ethical Investments
Ontario, Canada
$16.6M +$1.52M +7,380 +10%
TIP
288
Torray Investment Partners
Maryland
$16.4M -$1.88M -9,145 -11%
GF
289
Gabelli Funds
New York
$16.3M -$863K -4,200 -5%
SA
290
Sanctuary Advisors
Indiana
$16.2M +$16.8M +81,871 New
NYLIM
291
New York Life Investment Management
New York
$15.8M +$171K +832 +1%
APF
292
Alaska Permanent Fund
Alaska
$15.7M +$65.3K +318 +0.5%
AI
293
Atria Investments
North Carolina
$15.7M +$1.73M +8,405 +13%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$15.6M +$1.18M +5,751 +8%
NPT
295
Nixon Peabody Trust
Massachusetts
$15.6M -$687K -3,343 -4%
CRC
296
Curi RMB Capital
Illinois
$15.1M -$712K -3,464 -5%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$15M -$69.8K -340 -0.5%
YCM
298
Yousif Capital Management
Michigan
$15M -$42.3K -206 -0.3%
OAM
299
Oppenheimer Asset Management
New York
$14.6M +$4.14M +20,167 +41%
CLOS
300
Compagnie Lombard Odier SCmA
Switzerland
$14.5M +$600K +2,922 +4%