We are live on ! Find out more
MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Builder Investment Group
Georgia
$7.57M
VPIM
352
Vanguard Personalized Indexing Management
California
$7.55M +$527K +2,971 +8%
KRS
353
Kentucky Retirement Systems
Kentucky
$7.48M +$113K +639 +2%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$7.45M +$109K +615 +2%
A
355
AustralianSuper
Australia
$7.45M +$3.87M +21,792 +122%
MGWM
356
Marks Group Wealth Management
Minnesota
$7.41M +$41K +231 +0.6%
PP
357
Prudential plc
United Kingdom
$7.34M -$28.2K -159 -0.4%
CG
358
Colony Group
Massachusetts
$7.27M -$5.86K -33 -0.1%
EWA
359
Exencial Wealth Advisors
Oklahoma
$7.25M +$60.2K +339 +0.9%
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$7.24M +$29.6K +167 +0.4%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$7.11M -$249K -1,401 -4%
MML Investors Services
362
MML Investors Services
Massachusetts
$7.05M +$974K +5,490 +17%
William Blair & Company
363
William Blair & Company
Illinois
$7.03M -$113K -634 -2%
NB
364
Norinchukin Bank
Japan
$7.03M +$2.37M +13,350 +56%
CS
365
Candriam SCA
Luxembourg
$6.96M -$4.76M -26,819 -42%
BSI
366
Bennett Selby Investments
Maine
$6.88M +$23.8K +134 +0.4%
LA
367
Legacy Advisors
Pennsylvania
$6.88M +$598K +3,371 +10%
AAM
368
Auxier Asset Management
Oregon
$6.83M +$290K +1,636 +5%
AWM
369
Apollon Wealth Management
South Carolina
$6.73M +$33K +186 +0.5%
PF
370
Phoenix Financial
Israel
$6.66M +$6.29M +35,432 New
HF
371
HRT Financial
New York
$6.6M +$6.23M +35,110 New
CM
372
Crestline Management
Texas
$6.58M -$887K -5,000 -13%
TI
373
Trexquant Investment
Connecticut
$6.56M +$6.19M +34,905 New
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$6.54M -$1.26M -7,096 -17%
CAM
375
Cresset Asset Management
Illinois
$6.51M +$4.88M +27,496 +386%