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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
NMIMC
476
Northwestern Mutual Investment Management Company
Wisconsin
$2.96M +$3.29K +17 +0.1%
AM
477
AGF Management
Ontario, Canada
$2.95M +$3.01M +15,585 New
RFC
478
Regions Financial Corp
Alabama
$2.95M -$51.4K -266 -2%
SC
479
Syon Capital
California
$2.94M +$1.7M +8,779 +130%
BPA
480
Beacon Pointe Advisors
California
$2.9M -$48.9K -253 -2%
OAM
481
Occidental Asset Management
California
$2.9M -$41K -212 -1%
AWM
482
Accurate Wealth Management
Florida
$2.89M -$72.8K -377 -2%
QCM
483
Quantinno Capital Management
New York
$2.88M +$618K +3,196 +27%
Financial Engines Advisors
484
Financial Engines Advisors
California
$2.87M +$2.23M +11,542 +319%
UCFA
485
United Capital Financial Advisors
Texas
$2.87M +$2.01M +10,427 +221%
RWA
486
River Wealth Advisors
Pennsylvania
$2.87M -$105K -543 -3%
LA
487
Lindenwold Advisors
Pennsylvania
$2.85M -$6.18K -32 -0.2%
USAA
488
United Services Automobile Association
Texas
$2.83M +$220K +1,139 +8%
AAMU
489
AEGON Asset Management (UK)
United Kingdom
$2.83M +$2.88M +14,913 New
P
490
Pitcairn
Pennsylvania
$2.82M -$126K -654 -4%
KCG
491
Kinsale Capital Group
Virginia
$2.82M +$755K +3,909 +36%
SDIC
492
South Dakota Investment Council
South Dakota
$2.78M
MNBTD
493
Moody National Bank Trust Division
Texas
$2.77M -$1.38M -7,165 -33%
PAG
494
Private Advisor Group
New Jersey
$2.76M +$457K +2,363 +19%
SLI
495
Sumitomo Life Insurance
Japan
$2.72M -$106K -551 -4%
SICM
496
Sustainable Insight Capital Management
New York
$2.7M -$155K -800 -5%
NSEDCP
497
NJ State Employees Deferred Compensation Plan
New Jersey
$2.67M -$947K -4,900 -26%
Credit Agricole
498
Credit Agricole
France
$2.67M +$1.8M +9,306 +195%
Luther King Capital Management (LKCM)
499
Luther King Capital Management (LKCM)
Texas
$2.65M +$1.51M +7,840 +128%
TCA
500
Transcend Capital Advisors
New Jersey
$2.65M +$623K +3,223 +30%