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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$656M +$128M +660,456 +24%
Artisan Partners
27
Artisan Partners
Wisconsin
$654M +$4.87M +25,202 +0.7%
ClearBridge Investments
28
ClearBridge Investments
New York
$632M -$897K -4,643 -0.1%
Wells Fargo
29
Wells Fargo
California
$621M -$18.5M -95,940 -3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$615M -$6.01M -31,117 -0.9%
LP
31
Longview Partners
Guernsey
$586M -$45.4M -234,852 -7%
JIM
32
Jensen Investment Management
Oregon
$559M -$13M -67,471 -2%
Primecap Management
33
Primecap Management
California
$551M -$5.07M -26,250 -0.9%
NLI
34
Nippon Life Insurance
Japan
$497M
Charles Schwab
35
Charles Schwab
California
$489M +$9.9M +51,222 +2%
T. Rowe Price Investment Management
36
T. Rowe Price Investment Management
Maryland
$446M -$56.5M -292,139 -11%
Amundi
37
Amundi
France
$419M +$95.4M +493,487 +29%
Capital Research Global Investors
38
Capital Research Global Investors
California
$406M -$17K -88 -0%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$403M +$93.3M +482,833 +29%
Invesco
40
Invesco
Georgia
$393M +$32.4M +167,730 +9%
AIM
41
Alphinity Investment Management
Australia
$391M +$35.7M +184,826 +10%
BG
42
Bahl & Gaynor
Ohio
$358M -$13.5M -69,949 -4%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$350M +$39.3M +203,328 +12%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$327M +$17M +88,033 +5%
Barclays
45
Barclays
United Kingdom
$314M +$27.2M +140,933 +9%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$308M +$93.5M +484,068 +42%
American Century Companies
47
American Century Companies
Missouri
$306M -$47.7M -246,867 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$300M +$51.3M +265,289 +20%
Swiss National Bank
49
Swiss National Bank
Switzerland
$293M -$9.02M -46,700 -3%
AllianceBernstein
50
AllianceBernstein
Tennessee
$292M -$2.87M -14,846 -1%