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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
JAM
351
Jupiter Asset Management
United Kingdom
$7.62M -$11.4M -58,862 -59%
KRS
352
Kentucky Retirement Systems
Kentucky
$7.47M +$84.8K +439 +1%
BVDMP
353
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$7.38M
VPIM
354
Vanguard Personalized Indexing Management
California
$7.33M -$686K -3,552 -8%
BAM
355
Bell Asset Management
Australia
$7.33M -$972K -5,032 -12%
MGWM
356
Marks Group Wealth Management
Minnesota
$7.3M -$74K -383 -1%
MSRPS
357
Maryland State Retirement & Pension System
Maryland
$7.3M +$79.2K +410 +1%
OPERF
358
Oregon Public Employees Retirement Fund
Oregon
$7.3M +$60.9K +315 +0.8%
PF
359
Phoenix Financial
Israel
$7.22M -$1.78M -9,199 -21%
AS
360
Aware Super
Australia
$6.99M +$7.28M +37,696 New
BSI
361
Bennett Selby Investments
Maine
$6.93M
IP
362
Interval Partners
New York
$6.8M +$6.94M +35,900 New
AAM
363
Auxier Asset Management
Oregon
$6.79M -$61.3K -317 -0.9%
CGH
364
Crossmark Global Holdings
Texas
$6.78M +$662K +3,425 +11%
EWA
365
Exencial Wealth Advisors
Oklahoma
$6.76M -$63.4K -328 -0.9%
Envestnet Portfolio Solutions
366
Envestnet Portfolio Solutions
Illinois
$6.76M +$431K +2,233 +7%
CAM
367
Cresset Asset Management
Illinois
$6.6M +$226K +1,167 +3%
SCA
368
Stokes Capital Advisors
South Carolina
$6.59M +$462K +2,390 +7%
PHK
369
Point72 Hong Kong
Hong Kong
$6.51M +$6.64M +34,360 New
Jane Street
370
Jane Street
New York
$6.48M -$13.4M -69,379 -67%
FC
371
FORA Capital
Florida
$6.47M +$6.6M +34,153 New
IIM
372
Ipswich Investment Management
Massachusetts
$6.33M -$6.76K -35 -0.1%
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$6.31M -$86.8K -449 -1%
A
374
AustralianSuper
Australia
$6.27M -$1.48M -7,659 -19%
EWM
375
Executive Wealth Management
Michigan
$6.25M +$1.04M +5,379 +19%