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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
VA
526
Vident Advisory
Georgia
$2.22M -$13.1K -68 -0.6%
ASN
527
Advisory Services Network
Georgia
$2.21M +$313K +1,622 +16%
IGAM
528
iA Global Asset Management
Quebec, Canada
$2.19M -$268K -1,386 -11%
TAIM
529
Te Ahumairangi Investment Management
New Zealand
$2.18M -$114K -590 -5%
IA
530
Icon Advisers
Colorado
$2.18M
MCM
531
MAI Capital Management
Ohio
$2.16M +$290K +1,501 +15%
HCM
532
Howland Capital Management
Massachusetts
$2.16M -$7.15K -37 -0.3%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$2.15M -$257K -1,330 -10%
GP
534
Girard Partners
Pennsylvania
$2.08M -$200K -1,036 -9%
HI
535
Horizon Investments
North Carolina
$2.07M +$905K +4,683 +75%
QT
536
Quantbot Technologies
New York
$2.05M -$8.43M -43,629 -80%
VSQM
537
V-Square Quantitative Management
Illinois
$2.05M +$1.26M +6,505 +151%
CAAS
538
Capital Asset Advisory Services
Michigan
$2.04M +$58.7K +304 +3%
TMAM
539
Tokio Marine Asset Management
Japan
$2.03M +$116K +602 +6%
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$2.03M -$28.4K -147 -1%
MUAMU
541
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.99M -$290K -1,500 -13%
EF
542
Empowered Funds
Pennsylvania
$1.99M +$1.03M +5,316 +103%
BL
543
Balentine LLC
Georgia
$1.98M +$184K +953 +10%
VRM
544
Vectors Research Management
New York
$1.97M +$22.2K +115 +1%
GAM
545
Groupama Asset Management
France
$1.96M +$2M +10,336 New
VVP
546
Venture Visionary Partners
Ohio
$1.95M -$172K -889 -8%
QIM
547
Quantitative Investment Management
Virginia
$1.94M +$1.98M +10,264 New
AIMCA
548
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.93M -$39.6M -204,692 -95%
RJT
549
Raymond James Trust
Florida
$1.92M -$49.3K -255 -2%
FRA
550
Front Row Advisors
California
$1.91M -$79.6K -412 -4%