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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$642M +$58.2M +303,429 +10%
ClearBridge Investments
27
ClearBridge Investments
New York
$636M -$81M -422,787 -11%
LP
28
Longview Partners
Guernsey
$633M +$2.28M +11,889 +0.4%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$624M +$16.1M +83,785 +3%
UBS Group
30
UBS Group
Switzerland
$603M -$40.3M -210,243 -6%
JIM
31
Jensen Investment Management
Oregon
$574M +$16.5M +86,282 +3%
Primecap Management
32
Primecap Management
California
$558M -$6.95M -36,245 -1%
Deutsche Bank
33
Deutsche Bank
Germany
$534M -$94.3M -491,879 -15%
T. Rowe Price Investment Management
34
T. Rowe Price Investment Management
Maryland
$504M -$141M -733,523 -22%
NLI
35
Nippon Life Insurance
Japan
$499M
Charles Schwab
36
Charles Schwab
California
$482M +$5.37M +28,013 +1%
QP
37
Quilter Plc
United Kingdom
$412M +$298K +1,553 +0.4%
Capital Research Global Investors
38
Capital Research Global Investors
California
$407M +$376K +1,963 +0.1%
BG
39
Bahl & Gaynor
Ohio
$373M -$8.01M -41,774 -2%
Invesco
40
Invesco
Georgia
$363M -$49.6M -258,955 -12%
AIM
41
Alphinity Investment Management
Australia
$358M +$51.1M +266,844 +17%
American Century Companies
42
American Century Companies
Missouri
$354M -$14.7M -76,682 -4%
Amundi
43
Amundi
France
$324M -$103M -539,294 -24%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$313M +$179M +933,425 +131%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$313M +$28.8M +150,410 +10%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$311M +$5.2M +27,116 +2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$303M -$37.7M -196,800 -11%
AllianceBernstein
48
AllianceBernstein
Tennessee
$296M -$2.2M -11,486 -0.7%
Barclays
49
Barclays
United Kingdom
$289M -$8.44M -44,030 -3%
CS
50
Credit Suisse
Switzerland
$257M -$1.58M -8,265 -0.6%