We are live on ! Find out more
MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
376
Louisiana State Employees Retirement System
Louisiana
$5.36M +$33.3K +200 +0.6%
MML Investors Services
377
MML Investors Services
Massachusetts
$5.33M -$378K -2,271 -7%
CIS
378
Capital International Sarl
California
$5.19M +$5.19M +31,141 New
Squarepoint
379
Squarepoint
New York
$5.13M -$21.1M -126,790 -80%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$5.13M -$5.54M -33,258 -52%
CWP
381
Cyndeo Wealth Partners
Florida
$5.12M +$39.3K +236 +0.8%
IMRF
382
Illinois Municipal Retirement Fund
Illinois
$5.07M
SF
383
Synovus Financial
Georgia
$5.02M +$1.17K +7 +0%
ZB
384
Zions Bancorporation
Utah
$4.9M +$1.45M +8,696 +42%
BWM
385
BNC Wealth Management
Oregon
$4.87M -$25K -150 -0.5%
NC
386
Northcape Capital
Australia
$4.87M -$166K -997 -3%
CIC
387
Carnegie Investment Counsel
Ohio
$4.86M +$498K +2,990 +11%
SFI
388
Siemens Fonds Invest
Germany
$4.73M -$9.99K -60 -0.2%
SS
389
Simplicity Solutions
Minnesota
$4.71M +$2.56M +15,375 +119%
Federated Hermes
390
Federated Hermes
Pennsylvania
$4.68M +$2.36M +14,170 +102%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$4.62M -$99.6K -598 -2%
KA
392
Kintegral Advisory
New York
$4.61M -$248K -1,488 -5%
HI
393
Harrington Investments
California
$4.59M +$40.8K +245 +0.9%
PE
394
Point72 Europe
United Kingdom
$4.56M +$4.56M +27,400 New
TPM
395
Triasima Portfolio Management
Quebec, Canada
$4.54M -$699K -4,196 -13%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$4.49M +$233K +1,396 +5%
BFG
397
Bleakley Financial Group
New Jersey
$4.46M +$842K +5,053 +23%
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
$4.43M -$185M -1,108,979 -98%
GAM
399
Gotham Asset Management
New York
$4.36M +$1.85M +11,094 +73%
KeyBank National Association
400
KeyBank National Association
Ohio
$4.32M -$331K -1,986 -7%