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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
426
RBF Capital
California
$3.31M
SFA
427
Souders Financial Advisors
Ohio
$3.28M +$26.8K +164 +0.8%
API
428
Advisor Partners II
California
$3.27M +$324K +1,980 +11%
MIC
429
MU Investments Company
Japan
$3.24M -$510K -3,120 -14%
USAA
430
United Services Automobile Association
Texas
$3.23M
PPW
431
Parcion Private Wealth
Washington
$3.22M -$112K -687 -3%
PP
432
PDT Partners
New York
$3.21M +$3.18M +19,418 New
AAMU
433
AEGON Asset Management (UK)
United Kingdom
$3.14M +$340K +2,077 +12%
PF
434
Phoenix Financial
Israel
$3.11M +$101K +617 +3%
WF
435
Welch & Forbes
Massachusetts
$3.1M -$443K -2,711 -13%
MBTD
436
Mechanics Bank - Trust Department
California
$3.06M -$34.8K -213 -1%
LGF
437
LGT Group Foundation
Liechtenstein
$3.05M
Marshall Wace
438
Marshall Wace
United Kingdom
$3.05M -$29.7M -181,484 -91%
HIC
439
Hartline Investment Corp
Illinois
$3.03M +$3M +18,339 New
SBWIC
440
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.03M -$56.4K -345 -2%
AAS
441
Annex Advisory Services
Wisconsin
$2.99M +$2.05M +12,520 +225%
AC
442
Allstate Corporation
Illinois
$2.97M +$73.7K +451 +3%
AIM
443
Allstate Investment Management
Illinois
$2.97M +$2.93M +17,933 New
MNBTD
444
Moody National Bank Trust Division
Texas
$2.97M -$3.11K -19 -0.1%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M
SAM
446
Sompo Asset Management
Japan
$2.94M -$303K -1,850 -9%
LA
447
Lindenwold Advisors
Pennsylvania
$2.89M +$45.9K +281 +2%
MGP
448
Metis Global Partners
California
$2.88M +$1.28M +7,811 +81%
MUAMU
449
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.81M
OCM
450
Olstein Capital Management
New York
$2.81M