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MRSH

Marsh

1,073 hedge funds and large institutions have $67.8B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 388 increasing their positions, 350 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 350

7% more capital invested

Capital invested by funds: $63.4B → $67.8B (+$4.4B)

7% more funds holding

Funds holding: 1,0051,073 (+68)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.44% less ownership

Funds ownership: 89.14%88.69% (-0.44%)

5% less call options, than puts

Call options by funds: $116M | Put options by funds: $122M

Holders
1,073
Holders Change
+68
Holders Change %
+6.77%
% of All Funds
18.79%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
388
Reduced
350
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.08M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$551M -$1.86M -12,309 -0.3%
Deutsche Bank
27
Deutsche Bank
Germany
$484M +$4.25M +28,116 +0.9%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$482M
UBS Group
29
UBS Group
Switzerland
$480M -$40.8M -269,790 -8%
Wells Fargo
30
Wells Fargo
California
$465M +$181M +1,195,332 +64%
Berkshire Hathaway
31
Berkshire Hathaway
Nebraska
$415M -$220M -1,454,937 -35%
NLI
32
Nippon Life Insurance
Japan
$397M
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$388M +$81.9M +541,700 +27%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$365M +$243M +1,609,414 +201%
Charles Schwab
35
Charles Schwab
California
$347M +$2.37M +15,656 +0.7%
PPA
36
Parametric Portfolio Associates
Washington
$319M +$7.85M +51,892 +3%
Amundi
37
Amundi
France
$319M -$44.5M -294,554 -12%
Norges Bank
38
Norges Bank
Norway
$316M -$123M -810,334 -28%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$316M +$152M +1,004,903 +93%
Morgan Stanley
40
Morgan Stanley
New York
$313M +$6.3M +41,684 +2%
Stifel Financial
41
Stifel Financial
Missouri
$305M +$1.47M +9,733 +0.5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$304M -$9.29M -61,400 -3%
BG
43
Bahl & Gaynor
Ohio
$302M -$762K -5,040 -0.3%
Invesco
44
Invesco
Georgia
$294M -$18.6M -122,996 -6%
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
$293M -$47.4M -313,298 -14%
FPP
46
Findlay Park Partners
United Kingdom
$278M -$41.1M -271,627 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$269M -$165M -1,089,648 -38%
First Trust Advisors
48
First Trust Advisors
Illinois
$258M -$19.6M -129,529 -7%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$255M +$6.06M +40,078 +2%
Barclays
50
Barclays
United Kingdom
$242M +$47.8M +316,179 +25%