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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
CM
376
Churchill Management
California
$6.21M -$154K -797 -2%
IMRF
377
Illinois Municipal Retirement Fund
Illinois
$6.2M -$2.61M -13,505 -29%
SFI
378
Siemens Fonds Invest
Germany
$6.13M +$791K +4,094 +14%
NB
379
NBT Bank
New York
$6.09M -$21.3K -110 -0.3%
FAT
380
First American Trust
California
$6.06M +$50K +259 +0.8%
SIG
381
Stonegate Investment Group
Alabama
$5.96M -$115K -596 -2%
Lido Advisors
382
Lido Advisors
California
$5.93M +$1.55M +8,008 +34%
SAM
383
Securian Asset Management
Minnesota
$5.91M -$825K -4,268 -12%
SPIA
384
Steward Partners Investment Advisory
New York
$5.82M +$336K +1,739 +6%
TVWM
385
Tower View Wealth Management
Wisconsin
$5.79M -$5.02K -26 -0.1%
AA
386
ALPS Advisors
Colorado
$5.75M +$38.6K +200 +0.7%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$5.75M -$590K -3,055 -9%
SWS
388
SYSTM Wealth Solutions
Illinois
$5.7M -$3.29M -17,017 -36%
SCA
389
Snowden Capital Advisors
New York
$5.68M -$108K -559 -2%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$5.65M -$155K -800 -3%
BFG
391
Bleakley Financial Group
New Jersey
$5.64M +$64.9K +336 +1%
SS
392
Simplicity Solutions
Minnesota
$5.63M +$52.8K +273 +0.9%
CAN
393
Cetera Advisor Networks
California
$5.59M -$1.28M -6,626 -18%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$5.57M +$163K +844 +3%
TPM
395
Triasima Portfolio Management
Quebec, Canada
$5.52M +$668K +3,456 +13%
Federated Hermes
396
Federated Hermes
Pennsylvania
$5.38M +$11.8K +61 +0.2%
SF
397
Synovus Financial
Georgia
$5.31M -$511K -2,646 -9%
ZB
398
Zions Bancorporation
Utah
$5.28M +$168K +868 +3%
LA
399
Legacy Advisors
Pennsylvania
$5.27M -$1.87M -9,681 -26%
CA
400
Cornerstone Advisors
North Carolina
$5.25M -$251K -1,300 -4%