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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
SFI
401
Siemens Fonds Invest
Germany
$5.21M -$97.1K -547 -2%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$5.18M +$108K +607 +2%
BRC
403
Bishop Rock Capital
New York
$5.18M +$3.45M +19,442 +240%
BVDMP
404
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$5.17M -$1.77M -10,000 -25%
ZB
405
Zions Bancorporation
Utah
$5.14M -$370K -2,084 -7%
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$5.02M +$4.18M +23,572 +756%
Walleye Trading
407
Walleye Trading
New York
$5.02M +$906K +5,107 +24%
HI
408
Harrington Investments
California
$4.99M -$174K -982 -4%
SG Americas Securities
409
SG Americas Securities
New York
$4.95M +$1.01M +5,677 +28%
BWM
410
BNC Wealth Management
Oregon
$4.94M -$528K -2,978 -10%
QT
411
Quantbot Technologies
New York
$4.92M +$879K +4,953 +23%
CAN
412
Cetera Advisor Networks
California
$4.89M +$88.6K +499 +2%
CB
413
Commerce Bank
Missouri
$4.82M -$710 -4 -0%
BE
414
Bonness Enterprises
District of Columbia
$4.8M
KeyBank National Association
415
KeyBank National Association
Ohio
$4.79M -$86.1K -485 -2%
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
$4.74M -$241K -1,360 -5%
CFG
417
Citizens Financial Group
Rhode Island
$4.56M -$4.44K -25 -0.1%
IC
418
IEQ Capital
California
$4.54M +$385K +2,168 +10%
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$4.52M +$195K +1,100 +5%
SAM
420
Sompo Asset Management
Japan
$4.52M +$545K +3,070 +15%
Lido Advisors
421
Lido Advisors
California
$4.44M +$393K +2,213 +10%
CPA
422
Capital Planning Advisors
California
$4.43M -$7.45K -42 -0.2%
AF
423
Alerus Financial
North Dakota
$4.43M +$88.6K +499 +2%
PPW
424
Parcion Private Wealth
Washington
$4.38M +$165K +931 +4%
ORI
425
Oak Ridge Investments
Illinois
$4.38M -$42.2K -238 -1%