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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
Artisan Partners
26
Artisan Partners
Wisconsin
$662M -$3.99M -22,484 -0.6%
T. Rowe Price Investment Management
27
T. Rowe Price Investment Management
Maryland
$636M -$4.24M -23,865 -0.7%
UBS Group
28
UBS Group
Switzerland
$636M +$32.2M +181,463 +6%
LP
29
Longview Partners
Guernsey
$624M -$14.3M -80,690 -2%
Deutsche Bank
30
Deutsche Bank
Germany
$620M +$68.6M +386,629 +13%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$601M +$13.5M +76,346 +2%
Wells Fargo
32
Wells Fargo
California
$578M -$6.38M -35,936 -1%
Primecap Management
33
Primecap Management
California
$558M -$80.2M -452,172 -13%
JIM
34
Jensen Investment Management
Oregon
$551M +$6.32M +35,596 +1%
NLI
35
Nippon Life Insurance
Japan
$493M
Charles Schwab
36
Charles Schwab
California
$471M -$519K -2,924 -0.1%
Amundi
37
Amundi
France
$415M +$112M +628,513 +39%
QP
38
Quilter Plc
United Kingdom
$409M -$250K -1,411 -0.3%
Invesco
39
Invesco
Georgia
$407M +$15.3M +86,391 +4%
Capital Research Global Investors
40
Capital Research Global Investors
California
$402M +$34.6K +195 +0%
ESCM
41
Echo Street Capital Management
New York
$388M +$211M +1,190,966 +137%
BG
42
Bahl & Gaynor
Ohio
$376M -$49.3M -277,853 -12%
American Century Companies
43
American Century Companies
Missouri
$365M -$23.1M -130,019 -6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$336M -$32M -180,300 -9%
AIM
45
Alphinity Investment Management
Australia
$303M +$286M +1,612,098 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$303M +$2.11M +11,887 +0.7%
AllianceBernstein
47
AllianceBernstein
Tennessee
$295M +$22.8M +128,485 +9%
Barclays
48
Barclays
United Kingdom
$294M +$128M +722,150 +86%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$281M -$2.02M -11,360 -0.8%
CS
50
Credit Suisse
Switzerland
$255M +$33.1M +186,655 +16%