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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$4.44M -$55.8K -291 -1%
CIS
427
Capital International Sarl
California
$4.39M -$1.55M -8,078 -26%
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$4.34M +$95.8K +500 +2%
Arrowstreet Capital
429
Arrowstreet Capital
Massachusetts
$4.33M -$4.17M -21,735 -49%
EL
430
Essex LLC
Illinois
$4.31M +$392K +2,045 +10%
TCM
431
Teza Capital Management
Illinois
$4.31M +$4.34M +22,649 New
AF
432
Alerus Financial
North Dakota
$4.29M -$195K -1,015 -4%
FDP
433
Financiere des Professionnels
Quebec, Canada
$4.28M +$4.31M +22,480 New
SAM
434
Sompo Asset Management
Japan
$4.27M -$303K -1,580 -7%
LI
435
Lafayette Investments
Maryland
$4.22M +$2.68K +14 +0.1%
MNBTD
436
Moody National Bank Trust Division
Texas
$4.15M +$691K +3,603 +20%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$4.13M -$51.4K -268 -1%
RCIM
438
Red Cedar Investment Management
Michigan
$4.05M +$916K +4,778 +29%
GI
439
GAMCO Investors
Connecticut
$4.03M -$88K -459 -2%
SBWIC
440
Schaper Benz & Wise Investment Counsel
Wisconsin
$4M +$53.1K +277 +1%
KAS
441
Kestra Advisory Services
Texas
$3.95M +$1.34M +6,994 +51%
MLICM
442
Metropolitan Life Insurance Company (MetLife)
New York
$3.89M -$215K -1,122 -5%
FNBOMD
443
First National Bank of Mount Dora
Florida
$3.86M +$465K +2,427 +14%
MYAM
444
Meiji Yasuda Asset Management
Japan
$3.81M +$2.09M +10,920 +120%
RC
445
RBF Capital
California
$3.81M
BCM
446
Becker Capital Management
Oregon
$3.79M -$14.9K -78 -0.4%
CI
447
CX Institutional
Indiana
$3.76M +$739K +3,855 +24%
CIBC World Market
448
CIBC World Market
Ontario, Canada
$3.66M +$1.49M +7,781 +68%
NSEDCP
449
NJ State Employees Deferred Compensation Plan
New Jersey
$3.62M
NB
450
Norinchukin Bank
Japan
$3.56M -$3.58M -18,655 -50%