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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$162M +$48.4M +272,899 +46%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$158M -$15.3M -86,387 -9%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$155M -$3.29M -18,549 -2%
Fidelity International
79
Fidelity International
Bermuda
$154M +$20.4M +115,196 +16%
Allianz Asset Management
80
Allianz Asset Management
Germany
$154M +$48.9M +275,693 +51%
National Pension Service
81
National Pension Service
South Korea
$147M +$7.46M +42,062 +6%
MBI
82
Montrusco Bolton Investments
Quebec, Canada
$144M +$3.28M +18,505 +2%
AC
83
AKO Capital
United Kingdom
$135M +$127M +715,777 New
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$134M +$4.94M +27,847 +4%
Jennison Associates
85
Jennison Associates
New York
$134M +$24.9M +140,354 +25%
Prudential Financial
86
Prudential Financial
New Jersey
$129M +$4.65M +26,176 +4%
MGIM
87
M&G Investment Management
United Kingdom
$127M -$28.4M -160,033 -19%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$126M -$21.9M -123,515 -15%
KBC Group
89
KBC Group
Belgium
$125M +$47M +264,826 +66%
AssetMark Inc
90
AssetMark Inc
California
$125M +$3.4M +19,154 +3%
MG
91
Markel Group
Virginia
$124M +$1.6M +9,000 +1%
DZ Bank
92
DZ Bank
Germany
$121M +$1.91M +10,740 +2%
IIP
93
Intermede Investment Partners
United Kingdom
$121M -$149K -838 -0.1%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$117M +$57.5M +324,013 +108%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$116M +$15.1M +85,097 +16%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$115M -$1.53M -8,645 -1%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$110M +$9.69M +54,594 +10%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$110M +$3.2M +18,059 +3%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$109M +$27.7M +156,182 +37%
CAM
100
Close Asset Management
United Kingdom
$109M -$194K -1,096 -0.2%