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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
AKO Capital
United Kingdom
$167M +$31M +161,498 +23%
Principal Financial Group
77
Principal Financial Group
Iowa
$166M -$2.93M -15,269 -2%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$165M +$4.79M +25,005 +3%
Prudential Financial
79
Prudential Financial
New Jersey
$163M +$32.1M +167,727 +24%
CGPCS
80
Capital Group Private Client Services
California
$162M -$4.88M -25,456 -3%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$160M -$10.5M -54,561 -6%
Diamond Hill Capital Management
82
Diamond Hill Capital Management
Ohio
$158M -$65.4M -341,383 -29%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$156M -$13.2M -68,831 -8%
National Pension Service
84
National Pension Service
South Korea
$155M +$1.88M +9,794 +1%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$152M -$5.75M -30,020 -4%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$151M +$57.2M +298,300 +61%
MG
87
Markel Group
Virginia
$128M +$2.49M +13,000 +2%
AssetMark Inc
88
AssetMark Inc
California
$126M -$34.3K -179 -0%
Millennium Management
89
Millennium Management
New York
$126M +$35.7M +186,099 +39%
DZ Bank
90
DZ Bank
Germany
$123M +$835K +4,358 +0.7%
KBC Group
91
KBC Group
Belgium
$122M -$4.84M -25,255 -4%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$118M +$447K +2,332 +0.4%
IIP
93
Intermede Investment Partners
United Kingdom
$118M -$4.7M -24,508 -4%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$114M +$2.83M +14,748 +3%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$112M -$3.73M -19,481 -3%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$111M -$16.9M -88,168 -13%
CAM
97
Close Asset Management
United Kingdom
$110M +$121K +629 +0.1%
Man Group
98
Man Group
United Kingdom
$109M -$53.3M -277,888 Closed
VOYA Investment Management
99
VOYA Investment Management
Georgia
$109M -$10.1M -52,513 -8%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$108M -$2.81M -14,681 -3%