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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
DCM
351
Dupont Capital Management
Delaware
$9.67M -$2.13M -10,378 -18%
PI
352
PineBridge Investments
New York
$9.64M -$127K -620 -1%
MML Investors Services
353
MML Investors Services
Massachusetts
$9.58M -$1.74M -8,466 -16%
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$9.55M +$88.3K +430 +1%
Walleye Capital
355
Walleye Capital
New York
$9.35M +$5.2M +25,306 +133%
CAM
356
Cresset Asset Management
Illinois
$9.18M +$849K +4,134 +10%
HVIA
357
Hudson Valley Investment Advisors
New York
$9.02M -$1.44M -7,006 -13%
AIM
358
Artemis Investment Management
United Kingdom
$8.97M +$8.74M +42,555 New
HNB
359
Huntington National Bank
Ohio
$8.94M -$109K -531 -1%
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$8.92M +$53.4K +260 +0.6%
EMPI
361
Elo Mutual Pension Insurance
Finland
$8.74M -$732K -3,564 -8%
VI
362
Vestcor Inc
New Brunswick, Canada
$8.71M +$16.2K +79 +0.2%
GIBU
363
Gulf International Bank (UK)
United Kingdom
$8.61M -$23.6K -115 -0.3%
William Blair & Company
364
William Blair & Company
Illinois
$8.56M -$57.9K -282 -0.7%
Lido Advisors
365
Lido Advisors
California
$8.49M +$1.14M +5,537 +16%
BVDMP
366
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.45M
PF
367
Phoenix Financial
Israel
$8.34M +$1.01M +4,925 +14%
BIG
368
Builder Investment Group
Georgia
$8.3M -$11.3K -55 -0.1%
CIM
369
Contravisory Investment Management
Massachusetts
$8.24M -$209K -1,018 -3%
CWM
370
Calamos Wealth Management
Illinois
$8.24M +$137K +668 +2%
AAS
371
Avantax Advisory Services
Texas
$8.16M +$4.97M +24,181 +166%
MSRPS
372
Maryland State Retirement & Pension System
Maryland
$8.1M -$88.7K -432 -1%
MGWM
373
Marks Group Wealth Management
Minnesota
$8.01M -$99.2K -483 -1%
MSU
374
Mizuho Securities USA
New York
$8M +$7.8M +37,988 New
SCA
375
Stokes Capital Advisors
South Carolina
$7.88M +$441K +2,149 +6%