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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
426
CX Institutional
Indiana
$4.28M +$549K +2,839 +14%
KAS
427
Kestra Advisory Services
Texas
$4.23M +$301K +1,558 +8%
MF
428
Magnetar Financial
Illinois
$4.21M +$2.59M +13,417 +152%
LI
429
Lafayette Investments
Maryland
$4.19M -$14.5K -75 -0.3%
SAM
430
Sompo Asset Management
Japan
$4.19M -$61.8K -320 -1%
FNBOMD
431
First National Bank of Mount Dora
Florida
$4.15M +$316K +1,633 +8%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$4.06M -$49.9K -258 -1%
NC
433
Northcape Capital
Australia
$4.04M -$611K -3,160 -13%
RCIM
434
Red Cedar Investment Management
Michigan
$4.03M
GI
435
GAMCO Investors
Connecticut
$4.01M
AWM
436
Axxcess Wealth Management
California
$4M +$1.52M +7,869 +59%
SBWIC
437
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.99M +$8.7K +45 +0.2%
MYAM
438
Meiji Yasuda Asset Management
Japan
$3.88M +$83.1K +430 +2%
AF
439
Alerus Financial
North Dakota
$3.81M -$463K -2,396 -11%
MLICM
440
Metropolitan Life Insurance Company (MetLife)
New York
$3.8M -$70.9K -367 -2%
RC
441
RBF Capital
California
$3.79M
VMPIC
442
Varma Mutual Pension Insurance Co
Finland
$3.77M +$3.85M +19,900 New
DWA
443
Delap Wealth Advisory
Oregon
$3.69M +$1.89M +9,780 +101%
BCM
444
Becker Capital Management
Oregon
$3.67M -$104K -540 -3%
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$3.62M -$715K -3,700 -16%
ATC
446
Argent Trust Co
Tennessee
$3.57M +$153K +794 +4%
MBTD
447
Mechanics Bank - Trust Department
California
$3.52M +$78.8K +408 +2%
FA
448
FDx Advisors
Illinois
$3.52M -$1.34M -6,934 -27%
Two Sigma Advisers
449
Two Sigma Advisers
New York
$3.47M -$11.2M -58,200 -76%
LGF
450
LGT Group Foundation
Liechtenstein
$3.47M