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MRSH

Marsh

1,073 hedge funds and large institutions have $67.8B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 388 increasing their positions, 350 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 350

7% more capital invested

Capital invested by funds: $63.4B → $67.8B (+$4.4B)

7% more funds holding

Funds holding: 1,0051,073 (+68)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.44% less ownership

Funds ownership: 89.14%88.69% (-0.44%)

5% less call options, than puts

Call options by funds: $116M | Put options by funds: $122M

Holders
1,073
Holders Change
+68
Holders Change %
+6.77%
% of All Funds
18.79%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
388
Reduced
350
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.08M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$242M -$7.2M -47,573 -3%
CP
52
Coho Partners
Pennsylvania
$214M -$68M -449,631 -24%
CS
53
Credit Suisse
Switzerland
$209M +$28.3K +187 +0%
ACM
54
Atlanta Capital Management
Georgia
$194M +$1.16M +7,658 +0.6%
JIM
55
Jensen Investment Management
Oregon
$181M +$1.75M +11,595 +1%
Viking Global Investors
56
Viking Global Investors
Connecticut
$175M -$136M -901,276 -44%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$166M +$48M +317,393 +42%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$161M -$7.3M -48,246 -4%
TPI
59
Tesco Pension Investment
United Kingdom
$156M -$8.8M -58,177 -5%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153M +$257K +1,696 +0.2%
Aviva
61
Aviva
United Kingdom
$149M -$1.37M -9,088 -0.9%
AllianceBernstein
62
AllianceBernstein
Tennessee
$147M +$608K +4,021 +0.4%
CGPCS
63
Capital Group Private Client Services
California
$147M +$146M +968,231 New
WIM
64
Waverton Investment Management
United Kingdom
$141M +$582K +3,846 +0.4%
APG Asset Management
65
APG Asset Management
Netherlands
$141M +$892K +5,900 +0.5%
MIM
66
Meridiem Investment Management
United Kingdom
$137M +$3.25M +21,492 +2%
DekaBank Deutsche Girozentrale
67
DekaBank Deutsche Girozentrale
Germany
$135M -$1.31M -8,631 -1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$134M -$2.05M -13,540 -2%
Truist Financial
69
Truist Financial
North Carolina
$134M -$9.49M -62,747 -7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$134M -$6.48M -42,852 -5%
IIP
71
Intermede Investment Partners
United Kingdom
$131M -$21.9M -144,573 -14%
Principal Financial Group
72
Principal Financial Group
Iowa
$131M +$6.76M +44,695 +5%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$130M +$81.1M +536,411 +166%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$121M +$1.04M +6,846 +0.9%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$121M +$7.34M +48,549 +7%