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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
MNBTD
451
Moody National Bank Trust Division
Texas
$3.42M +$53.9K +304 +2%
MIC
452
MU Investments Company
Japan
$3.4M -$17.7K -100 -0.5%
FNBOMD
453
First National Bank of Mount Dora
Florida
$3.36M +$3.17M +17,844 New
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$3.35M +$264K +1,489 +9%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.34M +$25.9K +146 +0.8%
MBTD
456
Mechanics Bank - Trust Department
California
$3.3M -$78.8K -444 -2%
IWP
457
Icon Wealth Partners
Texas
$3.25M -$802K -4,522 -21%
NIC
458
Northwest Investment Counselors
Oregon
$3.24M +$68.5K +386 +2%
TAIM
459
Te Ahumairangi Investment Management
New Zealand
$3.24M +$114K +640 +4%
IP
460
Interval Partners
New York
$3.23M -$4.79M -27,000 -61%
Bessemer Group
461
Bessemer Group
New Jersey
$3.23M +$163K +919 +6%
OQS
462
Occudo Quantitative Strategies
Florida
$3.21M +$898K +5,062 +42%
OCM
463
Olstein Capital Management
New York
$3.2M
HFS
464
Hantz Financial Services
Michigan
$3.18M +$135K +761 +5%
FBT
465
First Bankers Trust
Kentucky
$3.11M -$81.6K -460 -3%
V
466
Veritable
Delaware
$3.11M -$659K -3,715 -18%
RCIM
467
Red Cedar Investment Management
Michigan
$3.1M
JFG
468
Jefferies Financial Group
New York
$3.09M -$5.99M -33,766 -67%
MUAMU
469
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.01M
SDIC
470
South Dakota Investment Council
South Dakota
$3.01M -$106K -600 -4%
ATC
471
Argent Trust Co
Tennessee
$3M +$272K +1,530 +11%
RWA
472
River Wealth Advisors
Pennsylvania
$3M -$31.9K -180 -1%
CI
473
CX Institutional
Indiana
$2.99M +$19.3K +109 +0.7%
AAMU
474
AEGON Asset Management (UK)
United Kingdom
$2.98M -$78.1K -440 -3%
WBC
475
Westpac Banking Corp
Australia
$2.96M -$11.3M -63,671 -80%