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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
SAM
426
Sompo Asset Management
Japan
$3.49M +$530K +3,180 +18%
SBWIC
427
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.48M +$423K +2,540 +14%
BCI
428
Brinker Capital Investments
Pennsylvania
$3.47M +$1.86M +11,167 +22%
OPS
429
Orion Portfolio Solutions
Nebraska
$3.47M +$8.63M +51,799 +459%
SG Americas Securities
430
SG Americas Securities
New York
$3.44M -$341K -2,045 -9%
NONA
431
Ninety One North America
New York
$3.43M -$1.2M -7,205 -26%
EL
432
Essex LLC
Illinois
$3.41M
Financial Engines Advisors
433
Financial Engines Advisors
California
$3.39M -$154K -923 -4%
V
434
Veritable
Delaware
$3.37M -$19K -114 -0.6%
PRC
435
Pearl River Capital
Michigan
$3.35M +$1.75M +10,479 +109%
SFA
436
Souders Financial Advisors
Ohio
$3.34M +$38.5K +231 +1%
RC
437
RBF Capital
California
$3.33M
PI
438
Putnam Investments
Massachusetts
$3.26M +$2.97M +17,852 +1,022%
NSEDCP
439
NJ State Employees Deferred Compensation Plan
New Jersey
$3.16M -$1.33M -8,000 -30%
WF
440
Welch & Forbes
Massachusetts
$3.12M +$500 +3 +0%
LGF
441
LGT Group Foundation
Liechtenstein
$3.06M -$4.17K -25 -0.1%
BF
442
BOK Financial
Oklahoma
$3.06M -$847K -5,082 -22%
MIC
443
MU Investments Company
Japan
$3.04M -$167K -1,000 -5%
TI
444
Tidal Investments
Wisconsin
$3.03M +$1.08M +6,454 +55%
MBTD
445
Mechanics Bank - Trust Department
California
$3M -$82.5K -495 -3%
MNBTD
446
Moody National Bank Trust Division
Texas
$2.98M -$3.17K -19 -0.1%
SPIA
447
Steward Partners Investment Advisory
New York
$2.97M +$330K +1,980 +12%
A
448
AustralianSuper
Australia
$2.97M +$2.97M +17,805 New
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M -$45K -270 -2%
LA
450
Lindenwold Advisors
Pennsylvania
$2.93M +$12.7K +76 +0.4%