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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
26
Primecap Management
California
$585M -$12.5M -76,475 -2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$549M -$37.1M -226,713 -6%
ClearBridge Investments
28
ClearBridge Investments
New York
$540M +$317M +1,935,638 +146%
T. Rowe Price Investment Management
29
T. Rowe Price Investment Management
Maryland
$533M -$181M -1,106,249 -26%
LP
30
Longview Partners
Guernsey
$518M -$6.24M -38,140 -1%
UBS Group
31
UBS Group
Switzerland
$509M +$11.9M +72,692 +2%
Wells Fargo
32
Wells Fargo
California
$505M +$18.6M +113,516 +4%
Deutsche Bank
33
Deutsche Bank
Germany
$487M -$8.61M -52,652 -2%
NLI
34
Nippon Life Insurance
Japan
$434M
JIM
35
Jensen Investment Management
Oregon
$433M +$65.1M +398,179 +18%
Charles Schwab
36
Charles Schwab
California
$412M +$6.46M +39,533 +2%
Invesco
37
Invesco
Georgia
$379M -$13.2M -80,899 -3%
Stifel Financial
38
Stifel Financial
Missouri
$371M +$16.9M +103,483 +5%
Capital Research Global Investors
39
Capital Research Global Investors
California
$354M +$210K +1,284 +0.1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$336M -$24M -147,013 -7%
BG
41
Bahl & Gaynor
Ohio
$332M -$33.8M -206,783 -9%
American Century Companies
42
American Century Companies
Missouri
$311M +$439K +2,682 +0.1%
Amundi
43
Amundi
France
$302M +$39.1M +239,158 +16%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$296M -$28.7M -175,722 -9%
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
$288M -$66.7M -408,149 -19%
AWA
46
Arete Wealth Advisors
Illinois
$274M -$7.03K -43 -3%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$249M -$3.06M -18,727 -1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$244M +$25.4M +155,639 +12%
PCH
49
Polar Capital Holdings
United Kingdom
$220M -$1.8M -11,003 -0.8%
Barclays
50
Barclays
United Kingdom
$216M +$30.6M +187,247 +17%