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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
SBH
151
Segall Bryant & Hamill
Illinois
$52.3M -$3.81M -19,874 -7%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$52M -$11M -57,492 -17%
BTW
153
Boston Trust Walden
Massachusetts
$51.6M -$502K -2,619 -1%
MAM
154
Madison Asset Management
Wisconsin
$51.5M +$1.41M +7,365 +3%
EAM
155
Erste Asset Management
Austria
$50.4M +$659K +3,438 +1%
UH
156
Unigestion Holding
Switzerland
$48.9M -$719K -3,750 -1%
VDI
157
Vaughan David Investments
Illinois
$48.5M -$47.3K -247 -0.1%
WI
158
Wafra Inc
New York
$47.3M -$790K -4,121 -2%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$46.8M -$2.51M -13,109 -5%
HJGA
160
Hardman Johnston Global Advisors
Connecticut
$46.5M -$586K -3,055 -1%
MSV
161
MN Services Vermogensbeheer
Netherlands
$46.1M +$862K +4,500 +2%
WorldQuant Millennium Advisors
162
WorldQuant Millennium Advisors
New York
$45.6M +$44.4M +231,888 +3,045%
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$44M -$514K -2,682 -1%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$43.5M +$3.43M +17,907 +8%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$42.6M +$159K +830 +0.4%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$42M +$410K +2,139 +1%
YL
167
YCG LLC
Texas
$41.3M -$282K -1,472 -0.7%
AIMCA
168
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.9M -$5.7M -29,745 -12%
Victory Capital Management
169
Victory Capital Management
Texas
$40.2M +$1.22M +6,384 +3%
Asset Management One
170
Asset Management One
Japan
$39.8M +$113K +589 +0.3%
SO
171
STRS Ohio
Ohio
$39.1M -$554K -2,892 -1%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$39M -$25.1M -131,015 -39%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$39M +$1.07M +5,564 +3%
CII
174
Capital International Inc
California
$38.7M -$61.3K -320 -0.2%
RCP
175
RIT Capital Partners
United Kingdom
$38.7M -$13.9M -72,500 -26%