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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
CB
401
Commerce Bank
Missouri
$4.27M +$26.2K +157 +0.6%
BE
402
Bonness Enterprises
District of Columbia
$4.25M -$33.3K -200 -0.8%
CAN
403
Cetera Advisor Networks
California
$4.24M -$131K -789 -3%
CFG
404
Citizens Financial Group
Rhode Island
$4.04M -$64.8K -389 -2%
API
405
Advisor Partners II
California
$4M +$710K +4,261 +22%
NB
406
Norinchukin Bank
Japan
$4M +$124K +743 +3%
CPA
407
Capital Planning Advisors
California
$3.93M -$256K -1,535 -6%
ORI
408
Oak Ridge Investments
Illinois
$3.92M -$33.3K -200 -0.8%
GI
409
GAMCO Investors
Connecticut
$3.85M +$167 +1 +0%
AF
410
Alerus Financial
North Dakota
$3.84M -$451K -2,707 -11%
NMERB
411
New Mexico Educational Retirement Board
New Mexico
$3.82M -$117K -700 -3%
PPW
412
Parcion Private Wealth
Washington
$3.73M +$488K +2,928 +15%
LI
413
Lafayette Investments
Maryland
$3.71M -$70.8K -425 -2%
DCM
414
Dupont Capital Management
Delaware
$3.71M +$1.99M +11,949 +116%
MLICM
415
Metropolitan Life Insurance Company (MetLife)
New York
$3.69M -$967K -5,803 -21%
MGP
416
Metis Global Partners
California
$3.67M +$773K +4,643 +27%
IC
417
IEQ Capital
California
$3.66M -$86K -516 -2%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$156K +939 +4%
IWP
419
Icon Wealth Partners
Texas
$3.63M +$3.63M +21,815 New
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$3.62M +$117K +700 +3%
Walleye Trading
421
Walleye Trading
New York
$3.59M +$1.97M +11,819 +121%
Lido Advisors
422
Lido Advisors
California
$3.56M -$1.71M -10,262 -32%
BCM
423
Becker Capital Management
Oregon
$3.53M -$116K -694 -3%
QT
424
Quantbot Technologies
New York
$3.53M +$1.98M +11,899 +128%
CLOS
425
Compagnie Lombard Odier SCmA
Switzerland
$3.51M -$1.78M -10,713 -34%