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MRSH

Marsh

MRSH

Market cap $85.8B

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New

Increased

Maintained

Reduced

Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 21 → 25 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,442 → 1,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78% → 88.71% (-0.07%)

Holders

1,470

Holders Change

+28

Holders Change %

+1.94%

% of All Funds

21.23%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+19.05%

% of All Funds

0.36%

New

119

Increased

592

Reduced

517

Closed

Calls

$371M

Puts

$165M

Net Calls

+$206M

Net Calls Change

+$38.1M

Top Buyers

1	Fidelity Investments Boston, Massachusetts	+$352M
2	Amundi Paris, France	+$252M
3	Geode Capital Management Boston, Massachusetts	+$215M
4	UBS AM Chicago, Illinois	+$161M
5	Assenagon Asset Management Senningerberg, Luxembourg	+$140M

Top Sellers

1	Wellington Management Group Boston, Massachusetts	-$572M
2	Capital International Investors Los Angeles, California	-$338M
3	JP Morgan Chase New York	-$172M
4	Diamond Hill Capital Management Columbus, Ohio	-$171M
5	California Public Employees Retirement System Sacramento, California	-$155M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Artisan Partners Milwaukee, Wisconsin	$727M	+$390K	+1,898	+0.1%
27	27 ClearBridge Investments New York	$718M	+$12M	+58,461	+2%
28	28 Bank of New York Mellon New York	$697M	-$23.1M	-112,291	-3%
29	29 Wells Fargo San Francisco, California	$697M	+$409K	+1,993	+0.1%
30	JIM 30 Jensen Investment Management Lake Oswego, Oregon	$680M	+$8.25M	+40,182	+1%
31	31 Lazard Asset Management New York	$656M	-$25.1M	-122,287	-4%
32	32 Primecap Management Pasadena, California	$605M	-$2.03M	-9,895	-0.3%
33	33 Amundi Paris, France	$598M	+$252M	+1,228,144	+78%
34	34 Capital Research Global Investors Los Angeles, California	$564M	+$84.8M	+412,596	+18%
35	35 Charles Schwab San Francisco, California	$563M	+$10.5M	+50,972	+2%
36	LP 36 Longview Partners St Peter Port, Guernsey	$559M	-$72.9M	-355,110	-12%
37	NLI 37 Nippon Life Insurance Tokyo, Japan	$553M	–	–	–
38	AIM 38 Alphinity Investment Management Sydney, Australia	$522M	+$104M	+508,527	+26%
39	39 Invesco Atlanta, Georgia	$516M	+$11.6M	+56,624	+2%
40	40 California Public Employees Retirement System Sacramento, California	$500M	-$155M	-754,602	-24%
41	41 Barclays London, United Kingdom	$474M	-$26.4M	-128,421	-5%
42	42 Janus Henderson Group London, United Kingdom	$461M	+$9.72M	+47,337	+2%
43	43 Royal Bank of Canada Toronto, Ontario, Canada	$426M	+$96.3M	+468,991	+30%
44	44 Dimensional Fund Advisors Austin, Texas	$417M	+$39.1M	+190,371	+11%
45	BG 45 Bahl & Gaynor Cincinnati, Ohio	$388M	-$4.37M	-21,280	-1%
46	46 Impax Asset Management Group London, United Kingdom	$361M	+$43.7M	+212,858	+14%
47	47 Robeco Institutional Asset Management Rotterdam, Netherlands	$344M	-$47.8M	-232,501	-12%
48	MBI 48 Montrusco Bolton Investments Montreal, Quebec, Canada	$334M	-$18.6M	-90,462	-5%
49	AC 49 AKO Capital London, United Kingdom	$313M	+$43.5M	+211,930	+17%
50	MIM 50 Meridiem Investment Management London, United Kingdom	$308M	+$11.5M	+55,855	+4%