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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
PP
301
Prudential plc
United Kingdom
$14.5M +$3.04M +14,792 +28%
FBB
302
Fulton Breakefield Broenniman
Maryland
$14.4M -$83K -404 -0.6%
BAAM
303
Baker Avenue Asset Management
California
$14.3M -$56.9K -277 -0.4%
Public Employees Retirement Association of Colorado
304
Public Employees Retirement Association of Colorado
Colorado
$14.2M -$389K -1,893 -3%
JA
305
JLB & Associates
Michigan
$14.2M -$129K -628 -0.9%
WCF
306
West Coast Financial
California
$13.9M +$119K +579 +0.9%
WTB
307
Washington Trust Bank
Washington
$13.7M +$285K +1,385 +2%
EI
308
Ethic Inc
New York
$13.6M +$1.88M +9,176 +17%
Brown Advisory
309
Brown Advisory
Maryland
$13.5M +$1.65M +8,033 +14%
LCS
310
Levin Capital Strategies
New York
$13.5M -$144K -700 -1%
CS
311
Candriam SCA
Luxembourg
$13.3M +$781K +3,800 +6%
RJFSA
312
Raymond James Financial Services Advisors
Florida
$13.3M +$1.73M +8,443 +15%
SOADOR
313
State of Alaska Department of Revenue
Alaska
$13.1M -$212K -1,030 -2%
MOACM
314
Mutual of America Capital Management
New York
$13.1M -$487K -2,372 -4%
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$13.1M +$1.59M +7,735 +14%
IG
316
ING Group
Netherlands
$12.8M -$225K -1,093 -2%
HTIM
317
Harbour Trust & Investment Management
Indiana
$12.8M +$38.2K +186 +0.3%
NAM
318
Nissay Asset Management
Japan
$12.8M +$474K +2,307 +4%
AWM
319
Apollon Wealth Management
South Carolina
$12.7M +$348K +1,696 +3%
FAB
320
First American Bank
Illinois
$12.6M +$37K +180 +0.3%
WTC
321
WhitTier Trust Company
Nevada
$12.4M +$212K +1,033 +2%
AAS
322
Annex Advisory Services
Wisconsin
$12.1M +$292K +1,423 +3%
Luther King Capital Management (LKCM)
323
Luther King Capital Management (LKCM)
Texas
$12.1M +$8.96M +43,618 +313%
ACA
324
Aptus Capital Advisors
Alabama
$12M +$2.72M +13,217 +30%
SLAM
325
Swiss Life Asset Management
$11.9M +$2.6M +12,648 +29%