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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CVSCT
301
C.V. Starr & Co Trust
New York
$11.3M
WTB
302
Washington Trust Bank
Washington
$11.3M +$152K +854 +1%
OAM
303
Oppenheimer Asset Management
New York
$11.2M -$720K -4,057 -6%
FAB
304
First American Bank
Illinois
$11.2M -$429K -2,420 -4%
Squarepoint
305
Squarepoint
New York
$11.1M +$5.02M +28,278 +92%
AI
306
Atria Investments
North Carolina
$11.1M -$231K -1,304 -2%
Brown Advisory
307
Brown Advisory
Maryland
$11.1M -$74.4K -419 -0.7%
Cerity Partners
308
Cerity Partners
New York
$11.1M -$1.74M -9,820 -14%
CNB
309
Czech National Bank
Czech Republic
$11M +$46.3K +261 +0.4%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$10.9M +$3.23M +18,193 +46%
WCF
311
West Coast Financial
California
$10.9M +$72.6K +409 +0.7%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$10.8M +$1.37M +7,703 +15%
Wealthfront Advisers
313
Wealthfront Advisers
California
$10.8M -$65.1K -367 -0.6%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$10.7M -$44.5K -251 -0.4%
WTC
315
WhitTier Trust Company
Nevada
$10.6M +$123K +692 +1%
CWM
316
Calamos Wealth Management
Illinois
$10.6M -$47.9K -270 -0.5%
RJFSA
317
Raymond James Financial Services Advisors
Florida
$10.5M -$276K -1,558 -3%
NAM
318
Nissay Asset Management
Japan
$10.4M -$159K -898 -2%
PI
319
PGGM Investments
Netherlands
$10.4M +$1.36M +7,645 +16%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$10.3M -$346K -1,951 -3%
FGP
321
Foyston, Gordon, & Payne
Ontario, Canada
$10.3M +$126K +708 +1%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$10.2M +$386K +2,176 +4%
SWS
323
SYSTM Wealth Solutions
Illinois
$9.93M +$490K +2,763 +6%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$9.87M +$1.29M +7,284 +16%
Walleye Capital
325
Walleye Capital
New York
$9.82M +$7.29M +41,053 +369%