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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
BFEC
451
Benjamin F. Edwards & Company
Missouri
$2.89M +$72.3K +434 +3%
KAS
452
Kestra Advisory Services
Texas
$2.88M -$1.25M -7,525 -30%
FBT
453
First Bankers Trust
Kentucky
$2.83M +$52.5K +315 +2%
OCM
454
Olstein Capital Management
New York
$2.83M
Holocene Advisors
455
Holocene Advisors
New York
$2.82M +$1.23M +7,411 +78%
NIC
456
Northwest Investment Counselors
Oregon
$2.81M +$87.5K +525 +3%
BTI
457
Blue Trust Inc
Georgia
$2.78M +$6.83K +41 +0.2%
SDIC
458
South Dakota Investment Council
South Dakota
$2.76M
TAIM
459
Te Ahumairangi Investment Management
New Zealand
$2.76M +$196K +1,175 +8%
VIM
460
Vinva Investment Management
Australia
$2.76M +$2.79M +16,745 New
RCIM
461
Red Cedar Investment Management
Michigan
$2.74M +$940K +5,640 +52%
IAIM
462
Industrial Alliance Investment Management
Quebec, Canada
$2.74M -$1.62M -9,695 -37%
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$2.72M -$32.5K -195 -1%
AAMU
464
AEGON Asset Management (UK)
United Kingdom
$2.71M -$443K -2,657 -14%
Bessemer Group
465
Bessemer Group
New Jersey
$2.7M +$181K +1,089 +7%
HFS
466
Hantz Financial Services
Michigan
$2.69M +$550K +3,304 +26%
RWA
467
River Wealth Advisors
Pennsylvania
$2.68M -$101K -605 -4%
GP
468
Girard Partners
Pennsylvania
$2.67M -$1.27M -7,640 -32%
MUAMU
469
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.67M -$167K -1,000 -6%
CI
470
CX Institutional
Indiana
$2.65M +$63.8K +383 +2%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M +$2.17K +13 +0.1%
FCH
472
Freestone Capital Holdings
Washington
$2.59M -$18.5K -111 -0.7%
OAM
473
Occidental Asset Management
California
$2.52M +$71.6K +430 +3%
BPA
474
Beacon Pointe Advisors
California
$2.51M -$12K -72 -0.5%
Assenagon Asset Management
475
Assenagon Asset Management
Luxembourg
$2.51M -$70.4M -422,440 -97%