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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Calamos Wealth Management
Illinois
$10.6M -$113K -590 -1%
EI
327
Ethic Inc
New York
$10.5M -$2.94M -15,327 -22%
QT
328
Quantbot Technologies
New York
$10.4M +$5.43M +28,312 +108%
EGM
329
Engineers Gate Manager
New York
$10.3M +$9.16M +47,812 +750%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$10.2M -$581K -3,032 -5%
AAS
331
Annex Advisory Services
Wisconsin
$10.2M +$526K +2,746 +5%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$10.1M -$341K -1,780 -3%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$9.68M -$311K -1,624 -3%
Walleye Capital
334
Walleye Capital
New York
$9.05M -$891K -4,651 -9%
SWS
335
SYSTM Wealth Solutions
Illinois
$8.96M -$1.09M -5,676 -11%
IMRF
336
Illinois Municipal Retirement Fund
Illinois
$8.8M +$3.03M +15,816 +52%
CS
337
Candriam SCA
Luxembourg
$8.72M +$1.69M +8,827 +24%
IMPI
338
Ilmarinen Mutual Pension Insurance
Finland
$8.66M
GIBU
339
Gulf International Bank (UK)
United Kingdom
$8.63M -$909K -4,742 -9%
MAM
340
Meeder Asset Management
Ohio
$8.58M -$929K -4,846 -10%
BCIM
341
British Columbia Investment Management
British Columbia, Canada
$8.56M +$64.8K +338 +0.8%
JF
342
Jump Financial
Illinois
$8.49M -$995K -5,191 -10%
HVIA
343
Hudson Valley Investment Advisors
New York
$8.44M -$76.3K -398 -0.9%
BAM
344
Bell Asset Management
Australia
$8.32M -$402K -2,097 -5%
Vontobel Holding
345
Vontobel Holding
Switzerland
$8.31M -$344K -1,793 -4%
William Blair & Company
346
William Blair & Company
Illinois
$8.22M +$1.12M +5,835 +16%
PF
347
Phoenix Financial
Israel
$8.21M +$1.46M +7,600 +21%
VI
348
Vestcor Inc
New Brunswick, Canada
$8.17M -$104K -541 -1%
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$8.05M +$513K +2,678 +7%
VPIM
350
Vanguard Personalized Indexing Management
California
$8.04M +$404K +2,108 +5%