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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
Brown Advisory
301
Brown Advisory
Maryland
$9.9M +$50.1K +301 +0.5%
WTB
302
Washington Trust Bank
Washington
$9.85M +$1.37M +8,251 +16%
CS
303
Candriam SCA
Luxembourg
$9.79M -$439K -2,634 -4%
CNB
304
Czech National Bank
Czech Republic
$9.71M +$41.5K +249 +0.4%
WCF
305
West Coast Financial
California
$9.59M -$52.3K -314 -0.5%
Wealthfront Advisers
306
Wealthfront Advisers
California
$9.59M -$675K -4,049 -7%
RJFSA
307
Raymond James Financial Services Advisors
Florida
$9.58M -$4.7M -28,226 -33%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$9.49M -$658K -3,948 -6%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$9.48M +$187K +1,120 +2%
CWM
310
Calamos Wealth Management
Illinois
$9.39M -$365K -2,191 -4%
NAM
311
Nissay Asset Management
Japan
$9.38M -$374K -2,245 -4%
WTC
312
WhitTier Trust Company
Nevada
$9.29M +$300K +1,798 +3%
Hudson Bay Capital Management
313
Hudson Bay Capital Management
Connecticut
$9.16M +$9.16M +55,000 New
TF
314
TIAA FSB
Florida
$9.13M -$117K -701 -1%
FGP
315
Foyston, Gordon, & Payne
Ontario, Canada
$8.96M -$137K -820 -2%
AAS
316
Annex Advisory Services
Wisconsin
$8.93M +$5.92M +35,541 +197%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$8.67M +$423K +2,540 +6%
Vontobel Holding
318
Vontobel Holding
Switzerland
$8.66M -$119K -717 -1%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$8.63M +$316K +1,894 +4%
MAM
320
Meeder Asset Management
Ohio
$8.4M
JFG
321
Jefferies Financial Group
New York
$8.36M +$8.36M +50,181 New
SWS
322
SYSTM Wealth Solutions
Illinois
$8.33M -$145K -873 -2%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$8.32M -$4.45M -26,693 -35%
AIM
324
Achmea Investment Management
Netherlands
$8.05M +$1.24M +7,415 +18%
PI
325
PGGM Investments
Netherlands
$7.94M