We are live on ! Find out more
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
CLOS
326
Compagnie Lombard Odier SCmA
Switzerland
$9.63M +$3.38M +17,503 +53%
MML Investors Services
327
MML Investors Services
Massachusetts
$9.6M +$2.05M +10,603 +26%
SAM
328
Sawgrass Asset Management
Florida
$9.34M -$4.6M -23,813 -33%
BA
329
Bridgewater Associates
Connecticut
$9.34M +$6.62M +34,281 +229%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$9.2M -$8.19M -42,379 -47%
GAM
331
Gotham Asset Management
New York
$9.2M +$8.15M +42,201 +666%
ROC
332
Running Oak Capital
Minnesota
$8.89M +$1.17M +6,049 +15%
LCI
333
L1 Capital International
Australia
$8.84M +$9.02M +46,674 New
Point72 Asset Management
334
Point72 Asset Management
Connecticut
$8.74M -$29.5M -152,568 -77%
Walleye Trading
335
Walleye Trading
New York
$8.68M +$1.87M +9,684 +27%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$8.67M -$2.64M -13,665 -23%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$8.59M +$588K +3,041 +7%
EMPI
338
Elo Mutual Pension Insurance
Finland
$8.17M +$332K +1,720 +4%
Vontobel Holding
339
Vontobel Holding
Switzerland
$8.16M -$113K -587 -1%
VI
340
Vestcor Inc
New Brunswick, Canada
$8.11M -$21.8K -113 -0.3%
LF
341
Longbow Finance
Switzerland
$8.09M +$8.25M +42,693 New
CGIM
342
Capital Group Investment Management
Singapore
$8M -$11.5M -59,606 -59%
HVIA
343
Hudson Valley Investment Advisors
New York
$7.94M -$568K -2,939 -7%
HNB
344
Huntington National Bank
Ohio
$7.75M -$85.4K -442 -1%
CIM
345
Contravisory Investment Management
Massachusetts
$7.72M +$29K +150 +0.4%
William Blair & Company
346
William Blair & Company
Illinois
$7.72M -$476K -2,464 -6%
GIBU
347
Gulf International Bank (UK)
United Kingdom
$7.71M -$905K -4,685 -10%
Focus Partners Wealth
348
Focus Partners Wealth
Massachusetts
$7.69M +$7.84M +40,588 New
BIG
349
Builder Investment Group
Georgia
$7.66M
ACA
350
Aptus Capital Advisors
Alabama
$7.65M -$173K -894 -2%