We are live on ! Find out more
MRSH

Marsh

1,073 hedge funds and large institutions have $67.8B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 388 increasing their positions, 350 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 350

7% more capital invested

Capital invested by funds: $63.4B → $67.8B (+$4.4B)

7% more funds holding

Funds holding: 1,0051,073 (+68)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.44% less ownership

Funds ownership: 89.14%88.69% (-0.44%)

5% less call options, than puts

Call options by funds: $116M | Put options by funds: $122M

Holders
1,073
Holders Change
+68
Holders Change %
+6.77%
% of All Funds
18.79%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
388
Reduced
350
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.08M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
151
Rafferty Asset Management
New York
$37M -$6.79M -44,885 -16%
YL
152
YCG LLC
Texas
$34.9M -$4.88M -32,290 -12%
MAM
153
Martingale Asset Management
Massachusetts
$34.8M -$13.2M -87,112 -27%
SW
154
SVB Wealth
Massachusetts
$34.5M -$355K -2,346 -1%
PI
155
PGGM Investments
Netherlands
$34.3M +$16.8M +111,339 +97%
EIP
156
Epoch Investment Partners
New York
$33.9M -$1.01M -6,673 -3%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$33.6M +$86.2K +570 +0.3%
Skandinaviska Enskilda Banken (SEB)
158
Skandinaviska Enskilda Banken (SEB)
Sweden
$33M +$3.2M +21,134 +11%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$32.1M +$336K +2,220 +1%
TRSOTSOK
160
Teachers Retirement System of the State of Kentucky
Kentucky
$31.8M
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$31.1M +$3.09M +20,434 +11%
Man Group
162
Man Group
United Kingdom
$30.6M -$4.89M -32,330 -14%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$30.5M +$527K +3,486 +2%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$30M +$13.3M +87,769 +79%
VRS
165
Virginia Retirement Systems
Virginia
$29.8M +$18.1M +119,800 +156%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$29.3M +$8.68M +57,368 +42%
FPCG
167
Fort Pitt Capital Group
Pennsylvania
$28.8M -$866K -5,725 -3%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$28.7M +$805K +5,325 +3%
Axa
169
Axa
France
$28.6M -$5.82M -38,512 -17%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$28.6M -$25.9K -171 -0.1%
CAG
171
Crestwood Advisors Group
Massachusetts
$28.4M +$87.7K +580 +0.3%
VIMU
172
Veritas Investment Management (UK)
United Kingdom
$28.1M -$190K -1,255 -0.7%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$27.4M -$222K -1,471 -0.8%
Franklin Resources
174
Franklin Resources
California
$27.2M +$12.5M +82,955 +86%
GT
175
Glenmede Trust
Pennsylvania
$27M -$13.1M -86,697 -33%