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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
CGPCS
76
Capital Group Private Client Services
California
$157M -$4.77M -24,706 -3%
National Pension Service
77
National Pension Service
South Korea
$155M +$3.21M +16,620 +2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$154M +$3.46M +17,890 +2%
Diamond Hill Capital Management
79
Diamond Hill Capital Management
Ohio
$154M -$3.93M -20,346 -2%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$153M -$36.8M -190,365 -19%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$152M +$54M +279,511 +54%
BNP Paribas Asset Management
82
BNP Paribas Asset Management
France
$149M -$17.3M -89,562 -10%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$146M -$13M -67,138 -8%
CP
84
Coho Partners
Pennsylvania
$145M -$64.1M -331,889 -30%
Corient Private Wealth
85
Corient Private Wealth
Florida
$144M +$112M +581,131 +323%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$133M -$31.4M -162,484 -19%
MG
87
Markel Group
Virginia
$130M +$2.32M +12,000 +2%
AssetMark Inc
88
AssetMark Inc
California
$127M +$1.47M +7,616 +1%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$124M -$26.5M -137,200 -17%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$122M +$19M +98,079 +18%
DZ Bank
91
DZ Bank
Germany
$120M -$3.02M -15,639 -2%
MGIM
92
M&G Investment Management
United Kingdom
$119M +$12M +62,179 +11%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$115M +$775K +4,011 +0.7%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$113M -$4.59M -23,743 -4%
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$112M +$17.8M +91,872 +18%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$112M -$38.5K -199 -0%
IIP
97
Intermede Investment Partners
United Kingdom
$112M -$5.55M -28,713 -5%
CAM
98
Close Asset Management
United Kingdom
$111M +$740K +3,830 +0.7%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$109M +$23.9M +123,608 +27%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$107M -$1.52M -7,872 -1%