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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
MAM
151
Madison Asset Management
Wisconsin
$52.3M +$1.06M +5,478 +2%
BTW
152
Boston Trust Walden
Massachusetts
$52.1M +$743K +3,847 +1%
UH
153
Unigestion Holding
Switzerland
$51.3M +$2.68M +13,884 +5%
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$50.5M +$22.2M +114,723 +76%
VLKIM
155
Van Lanschot Kempen Investment Management
Netherlands
$50.2M +$14.1M +72,799 +38%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$49.8M -$24.1M -124,509 -32%
VDI
157
Vaughan David Investments
Illinois
$48.4M +$135K +699 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
158
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.9M +$29.9M +154,683 +157%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$47.5M -$13.3M -68,799 -22%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$46.9M -$4.97M -25,736 -9%
IIM
161
INTECH Investment Management
Florida
$46.6M +$10M +51,817 +27%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$45.8M -$786K -4,066 -2%
HJGA
163
Hardman Johnston Global Advisors
Connecticut
$45.2M -$1.02M -5,275 -2%
Viking Global Investors
164
Viking Global Investors
Connecticut
$45M +$45.9M +237,706 New
MSV
165
MN Services Vermogensbeheer
Netherlands
$44.5M -$1.41M -7,300 -3%
QP
166
Quilter Plc
United Kingdom
$43.7M -$35.1M -181,635 -44%
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$43.4M -$500K -2,590 -1%
AIM
168
Artemis Investment Management
United Kingdom
$43.3M +$10.6M +54,793 +32%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$42.8M +$414K +2,140 +1%
Asset Management One
170
Asset Management One
Japan
$42.2M +$2.77M +14,352 +7%
RG
171
Rathbones Group
United Kingdom
$41.6M +$7.43M +38,465 +21%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$41.3M -$492K -2,548 -1%
YL
173
YCG LLC
Texas
$41.1M +$10K +52 +0%
Macquarie Group
174
Macquarie Group
Australia
$41M +$963K +4,982 +2%
Millennium Management
175
Millennium Management
New York
$39.1M -$88.2M -456,566 -69%