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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
BCI
326
Brinker Capital Investments
Pennsylvania
$11.8M -$220K -1,071 -2%
OPS
327
Orion Portfolio Solutions
Nebraska
$11.8M -$220K -1,071 -2%
Wealthfront Advisers
328
Wealthfront Advisers
California
$11.8M +$74.8K +364 +0.7%
ROC
329
Running Oak Capital
Minnesota
$11.7M +$673K +3,277 +6%
Bank of Nova Scotia
330
Bank of Nova Scotia
Ontario, Canada
$11.7M -$8.76M -42,666 -43%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$11.6M -$98.4K -479 -0.9%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$11.5M -$121K -588 -1%
ACIM
333
Azimuth Capital Investment Management
Michigan
$11.4M -$22.6K -110 -0.2%
Osaic Holdings
334
Osaic Holdings
Arizona
$11.4M +$1.28M +6,245 +13%
LCI
335
L1 Capital International
Australia
$11.4M +$675K +3,285 +6%
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$11.3M +$1.02M +4,948 +10%
FGP
337
Foyston, Gordon, & Payne
Ontario, Canada
$11.3M +$19.1K +93 +0.2%
CIS
338
Capital International Sarl
California
$10.7M +$5.61M +27,286 +115%
M&T Bank
339
M&T Bank
New York
$10.3M -$972K -4,733 -9%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$10.3M -$50.3K -245 -0.5%
AAM
341
Advisors Asset Management
Colorado
$10.3M -$3.02M -14,694 -23%
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$10.2M -$3.88M -18,877 -28%
VPIM
343
Vanguard Personalized Indexing Management
California
$10.2M +$914K +4,450 +10%
SBH
344
Segall Bryant & Hamill
Illinois
$10.1M -$1.06M -5,171 -10%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$10.1M +$432K +2,103 +5%
SA
346
SpiderRock Advisors
Delaware
$9.94M +$876K +4,262 +10%
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$9.86M
BAM
348
Bell Asset Management
Australia
$9.79M -$808K -3,931 -8%
IP
349
Interval Partners
New York
$9.78M -$1.57M -7,645 -14%
SAM
350
Sawgrass Asset Management
Florida
$9.76M -$166K -810 -2%