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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
TPM
376
Triasima Portfolio Management
Quebec, Canada
$6.39M -$280K -1,579 -6%
CM
377
Churchill Management
California
$6.37M +$14.2K +80 +0.2%
SS
378
Simplicity Solutions
Minnesota
$6.3M +$930K +5,238 +19%
IIM
379
Ipswich Investment Management
Massachusetts
$6.3M +$20.2K +114 +0.3%
AT
380
American Trust
Kentucky
$6.24M -$60.5K -341 -1%
CGH
381
Crossmark Global Holdings
Texas
$6.22M -$317K -1,785 -5%
SCA
382
Stokes Capital Advisors
South Carolina
$6.15M -$58.6K -330 -1%
FA
383
FDx Advisors
Illinois
$6.13M -$1.64M -9,255 -22%
SCA
384
Snowden Capital Advisors
New York
$5.9M -$369K -2,082 -6%
FAT
385
First American Trust
California
$5.86M +$5.53M +31,146 New
CIS
386
Capital International Sarl
California
$5.86M
TVWM
387
Tower View Wealth Management
Wisconsin
$5.81M -$358K -2,018 -6%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$5.76M -$284K -1,600 -5%
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$5.73M -$52.2K -294 -1%
IMRF
390
Illinois Municipal Retirement Fund
Illinois
$5.72M
BFG
391
Bleakley Financial Group
New Jersey
$5.68M +$611K +3,441 +13%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$5.65M +$404K +2,274 +8%
SF
393
Synovus Financial
Georgia
$5.63M -$29.6K -167 -0.6%
CCFCSB
394
Cape Cod Five Cents Savings Bank
Massachusetts
$5.59M -$1.06M -5,961 -17%
API
395
Advisor Partners II
California
$5.57M +$992K +5,590 +23%
DCM
396
Dupont Capital Management
Delaware
$5.38M +$1.12M +6,322 +28%
Federated Hermes
397
Federated Hermes
Pennsylvania
$5.36M +$65.5K +369 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
398
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.27M -$34.6M -195,000 -87%
CWP
399
Cyndeo Wealth Partners
Florida
$5.24M -$512K -2,885 -9%
KA
400
Kintegral Advisory
New York
$5.21M