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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
WTB
301
Washington Trust Bank
Washington
$11.4M +$65.9K +341 +0.6%
BCI
302
Brinker Capital Investments
Pennsylvania
$11.3M -$262K -1,355 -2%
OPS
303
Orion Portfolio Solutions
Nebraska
$11.3M -$262K -1,355 -2%
HTIM
304
Harbour Trust & Investment Management
Indiana
$11.2M +$11.5M +59,321 New
NAM
305
Nissay Asset Management
Japan
$11.2M +$352K +1,820 +3%
AWM
306
Apollon Wealth Management
South Carolina
$11.1M +$372K +1,923 +3%
FAB
307
First American Bank
Illinois
$11M -$171K -885 -1%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$11M +$906K +4,690 +9%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$10.9M -$664K -3,434 -6%
Brown Advisory
310
Brown Advisory
Maryland
$10.8M -$153K -790 -1%
PI
311
PineBridge Investments
New York
$10.8M -$710K -3,674 -6%
BCIM
312
British Columbia Investment Management
British Columbia, Canada
$10.8M +$2.3M +11,880 +26%
WTC
313
WhitTier Trust Company
Nevada
$10.7M +$38.6K +200 +0.4%
PP
314
Prudential plc
United Kingdom
$10.7M +$4.41M +22,797 +68%
DCM
315
Dupont Capital Management
Delaware
$10.7M -$2.74M -14,164 -20%
CS
316
Candriam SCA
Luxembourg
$10.6M +$1.97M +10,184 +22%
Wealthfront Advisers
317
Wealthfront Advisers
California
$10.5M -$321K -1,662 -3%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$10.5M +$369K +1,911 +4%
FGP
319
Foyston, Gordon, & Payne
Ontario, Canada
$10.5M -$259K -1,341 -2%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$10.5M +$886K +4,585 +9%
N
321
Natixis
France
$10.5M -$2.48M -12,842 -19%
AAS
322
Annex Advisory Services
Wisconsin
$10.5M +$356K +1,840 +3%
CWM
323
Calamos Wealth Management
Illinois
$10.4M -$81K -419 -0.8%
EI
324
Ethic Inc
New York
$10.2M -$286K -1,481 -3%
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$9.68M +$3.83M +19,835 +63%