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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
EIP
126
Epoch Investment Partners
New York
$69.9M +$2.19M +11,348 +3%
SEI Investments
127
SEI Investments
Pennsylvania
$69.7M -$2.99M -15,457 -4%
AAIS
128
ABN AMRO Investment Solutions
$68.8M +$3.52M +18,218 +5%
Renaissance Technologies
129
Renaissance Technologies
New York
$68.7M +$70M +362,400 New
Man Group
130
Man Group
United Kingdom
$66.1M +$67.5M +349,079 New
Stifel Financial
131
Stifel Financial
Missouri
$62.8M +$13.3K +69 +0%
CIM
132
CCLA Investment Management
United Kingdom
$62.4M +$491K +2,539 +0.8%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$61.9M +$1.74M +9,028 +3%
AQR Capital Management
134
AQR Capital Management
Connecticut
$59.9M +$4.5M +23,298 +8%
SAM
135
Silvercrest Asset Management
New York
$58.9M -$3.13M -16,178 -5%
EAM
136
Erste Asset Management
Austria
$58.3M +$8.88M +45,961 +17%
KBC Group
137
KBC Group
Belgium
$57.2M -$65.7M -339,981 -53%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$57M +$38.3M +197,991 +193%
HighTower Advisors
139
HighTower Advisors
Illinois
$56.8M +$907K +4,693 +2%
BHC
140
Bowen Hanes & Co
Florida
$56M -$220K -1,140 -0.4%
CII
141
Capital International Inc
California
$55.8M +$17.6M +91,000 +45%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$54.8M -$13.4M -69,557 -19%
Calamos Advisors
143
Calamos Advisors
Illinois
$54.3M -$144K -745 -0.3%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$54M +$956K +4,946 +2%
Jennison Associates
145
Jennison Associates
New York
$53.6M -$55.2M -285,473 -50%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.5M -$766K -3,963 -1%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$52.8M
Swedbank
148
Swedbank
Sweden
$52.7M -$1.28M -6,616 -2%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$52.4M -$418K -2,162 -0.8%
Nomura Asset Management
150
Nomura Asset Management
Japan
$52.4M -$2.42M -12,507 -4%