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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
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$4.2M +$106K +600 +3%
MGP
427
Metis Global Partners
California
$4.19M +$44K +248 +1%
LI
428
Lafayette Investments
Maryland
$4.17M -$19.7K -111 -0.5%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$4.13M +$7.99K +45 +0.2%
GI
430
GAMCO Investors
Connecticut
$4.07M -$266K -1,499 -6%
MLICM
431
Metropolitan Life Insurance Company (MetLife)
New York
$4.05M -$103K -581 -3%
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.9M -$23.6K -133 -0.6%
EL
433
Essex LLC
Illinois
$3.88M -$887 -5 -0%
BHPW
434
Beverly Hills Private Wealth
California
$3.88M +$1.85M +10,436 +104%
CLOS
435
Compagnie Lombard Odier SCmA
Switzerland
$3.84M -$121K -684 -3%
Financial Engines Advisors
436
Financial Engines Advisors
California
$3.82M -$9.94K -56 -0.3%
BCM
437
Becker Capital Management
Oregon
$3.76M -$216K -1,220 -6%
RC
438
RBF Capital
California
$3.76M
NONA
439
Ninety One North America
New York
$3.73M -$140K -791 -4%
SPIA
440
Steward Partners Investment Advisory
New York
$3.58M +$208K +1,170 +7%
NC
441
Northcape Capital
Australia
$3.57M -$1.81M -10,218 -35%
NSEDCP
442
NJ State Employees Deferred Compensation Plan
New Jersey
$3.57M
SFA
443
Souders Financial Advisors
Ohio
$3.53M -$227K -1,277 -6%
NW
444
NewEdge Wealth
Pennsylvania
$3.53M +$976K +5,500 +42%
WF
445
Welch & Forbes
Massachusetts
$3.52M -$5.86K -33 -0.2%
QC
446
Quadrature Capital
United Kingdom
$3.51M +$769K +4,332 +30%
PI
447
Putnam Investments
Massachusetts
$3.48M -$192K -1,081 -6%
LGF
448
LGT Group Foundation
Liechtenstein
$3.45M -$6.21K -35 -0.2%
BF
449
BOK Financial
Oklahoma
$3.45M -$7.81K -44 -0.2%
PE
450
Point72 Europe
United Kingdom
$3.44M -$1.61M -9,100 -33%