We are live on ! Find out more
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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$284M +$84.2M +435,788 +41%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275M +$31.5M +162,824 +13%
MBI
53
Montrusco Bolton Investments
Quebec, Canada
$275M +$109M +566,675 +62%
MIM
54
Meridiem Investment Management
United Kingdom
$266M +$39.2M +203,017 +17%
Impax Asset Management Group
55
Impax Asset Management Group
United Kingdom
$262M +$268M +1,384,825 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$260M +$112M +580,753 +73%
First Trust Advisors
57
First Trust Advisors
Illinois
$249M +$60.4M +312,533 +31%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$239M -$3.1M -16,029 -1%
FPP
59
Findlay Park Partners
United Kingdom
$224M +$16.3M +84,243 +8%
CS
60
Credit Suisse
Switzerland
$224M -$32M -165,623 -12%
AC
61
AKO Capital
United Kingdom
$224M +$58.7M +303,967 +35%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$221M +$1.96M +10,161 +0.9%
SAM
63
Storebrand Asset Management
Norway
$215M +$148M +763,382 +205%
Allianz Asset Management
64
Allianz Asset Management
Germany
$206M +$17M +87,985 +9%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$202M +$109M +563,526 +113%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$196M +$1.6M +8,296 +0.8%
Fidelity International
67
Fidelity International
Bermuda
$195M +$24.2M +125,095 +14%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$192M -$38.5M -199,284 -16%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$185M +$1.3M +6,705 +0.7%
PCH
70
Polar Capital Holdings
United Kingdom
$181M -$1.58M -8,194 -0.9%
Ninety One (UK)
71
Ninety One (UK)
United Kingdom
$176M -$16.2M -84,063 -8%
Aviva
72
Aviva
United Kingdom
$176M +$5.78M +29,893 +3%
WIM
73
Waverton Investment Management
United Kingdom
$171M +$1.78M +9,187 +1%
RJA
74
Raymond James & Associates
Florida
$166M -$7.76M -40,180 -4%
Principal Financial Group
75
Principal Financial Group
Iowa
$157M -$8.52M -44,092 -5%