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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
CIC
126
Crawford Investment Counsel
Georgia
$74.5M -$904K -4,717 -1%
Canada Pension Plan Investment Board
127
Canada Pension Plan Investment Board
Ontario, Canada
$73.7M -$1.95M -10,154 -3%
SEI Investments
128
SEI Investments
Pennsylvania
$72.9M -$3.08M -16,066 -4%
SAM
129
Storebrand Asset Management
Norway
$70.7M +$4.56M +23,806 +7%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$68.2M -$12.4M -64,462 -15%
EIP
131
Epoch Investment Partners
New York
$68M +$8.62M +44,961 +14%
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$67.6M -$24.7M -129,073 -27%
AAIS
133
ABN AMRO Investment Solutions
$65.6M +$2.06M +10,766 +3%
Stifel Financial
134
Stifel Financial
Missouri
$63M -$2.95M -15,395 -4%
CIM
135
CCLA Investment Management
United Kingdom
$62.4M +$67.3K +351 +0.1%
SAM
136
Silvercrest Asset Management
New York
$62.2M -$2.29M -11,945 -4%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$60.8M +$209K +1,089 +0.3%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$60.4M -$21M -109,610 -26%
BHC
139
Bowen Hanes & Co
Florida
$56.5M -$1.77M -9,255 -3%
HighTower Advisors
140
HighTower Advisors
Illinois
$56.2M +$30.3M +158,232 +116%
AQR Capital Management
141
AQR Capital Management
Connecticut
$55.9M +$101K +525 +0.2%
Nomura Asset Management
142
Nomura Asset Management
Japan
$55M -$1.37M -7,170 -2%
Calamos Advisors
143
Calamos Advisors
Illinois
$54.7M -$4.48M -23,354 -8%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.5M -$4.22M -22,026 -7%
Swedbank
145
Swedbank
Sweden
$54.1M -$3.97M -20,736 -7%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$53.3M +$95.1K +496 +0.2%
TC
147
TwinBeech Capital
New York
$53.1M +$53.5M +279,123 New
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$53M -$1.34M -6,996 -2%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$53M -$2.48M -12,954 -4%
O
150
Ossiam
France
$52.6M -$2.62M -13,694 -5%